⭕ This article is for users with the Account Owner role.
1. Archive report --- Allow user to archive a report
When checked, user can:
Delete a saved report
2. Update report --- Allow user to add and edit agency reports
When checked, user can:
Access the Report Builder
Pull any data from the Report Builder, including contact information, group information, and form results
Save a report to the agency's Reports
Open a saved report and make and save changes
❗Tip: Unchecking this permission option will allow your users to view saved reports, but not be able to edit them (as long as you have 'View report' checked as well)
3. View QRIS Rating Summary --- Allow user to view QRIS report
🚩 Only applicable to agencies with the QRIS feature enabled
When checked, user can:
View a QRIS site's rating summary from the "Rating Preview" tab
4. View report --- Allow user to view agency reports
When checked, user can:
Access the "Reports" tab and view all saved agency reports
5. View standard report --- Allow user to view standard reports
When checked, user can:
Access and view an agency's "Standard Reports" and "Standard Exports"
