These are the minimum settings required for a customer role to have report access.
To enable report access for one of your customers you need to do the following:
- Enable report access for your end customer
- Create a role for report access
- Assign a role for report access
Enabling report access
To do this, select Customers on the Spinpanel side menu. Select your customer
Under relationship settings, the Reporting toggle needs to be enabled.
Creating a Role for report access
After you enabled report access for your end customer, you need to assign a role to at least one user with your end customer, giving that user sufficient permissions to view reports. You can create a role that will only give permissions for viewing reports.
To create a role in Spinpanel, make sure your end customer is selected by clicking on Customers on the Spinpanel side menu. Select your customer.
Click on Roles and then click the Add button.
Enter a role name, description (optional) and save it
From the list of roles, select the role you created and click on the 'General' tab. The 'Report management' toggle needs to be enabled.
Click on 'Access controls' and make sure the following toggles are enabled for the settings below:
Assigning a role for report access
After the above toggles have been enabled, you can assign users or groups using the User assignment and Group Assignment tabs.