Set Up Access to Reports

You can assign the access rights to reports for each Ajera CRM role. The list of available reports is based on the reports that are set up in Reporting.

Prerequisite: Select an existing role.

To select the reports that a role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Reports.
3. Select a report type and use the Add and Remove buttons to move fields between the Available Reports and Reports for this Role columns, or select Full access to all reports.
4. Click Save.