Reports Permissions

This feature allows you to control which reports your agents can see. If your agents are not able to see any report this will resolve that issue. I will put instructions and a video below.

To access report permissions Hover over your name in the top right corner>Click on agents>Edit on an agent then scroll down to reports permission and select the reports you would like this agent to have. Lastly, scroll down to the bottom and click update then you're all set.

 

Reports Permissions

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