Restricting access to reports

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

Hi all,

We are running version 7.11.22 and are looking to make use of the Reports module. We’re able to give access to the entire reports module (and all the reports within it), however as some reports contain sensitive information such as HR data or financial information that should not available to everyone, we need to be able to restrict access to specific reports within the reports module.

I have had a look at trying to do this but can’t see how. If anyone knows how to do this, or can point me in the right direction of where to look, will be very much appreciated :slight_smile: .

Thanks for your help with this!

#2

Hi,
you can manage access to records by groups and the assigned-to user, see this article:

#3

Thanks for your help, thats great!

Initially I was struggling to understand that page earlier but a fresh look and think I got it now! :slight_smile:

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