Create customer role for Report Access

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

Customer selection-1

Under relationship settings, the Reporting toggle needs to be enabled.

report1-1

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.

Customer selection-1

Click on Roles and then click the Add button.

License role

Enter a role name, description (optional) and save it

roles1-2

From the list of roles, select the role you created and click on the 'General' tab. The 'Report management' toggle needs to be enabled.

report123-2

Click on 'Access controls' and make sure the following toggles are enabled for the settings below:

Organization:

org-1

User :

user-2

Reports:

rep12

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.