User authorization

Navigate to the Users tab.

Find/select the user you want to edit.

Select Report Options from the list of actions at the top of the user list.

And overlay presents the options for the user:

• User's own data and any data from groups they are an admin for - Grants access to the user's agreements and all agreements related to the groups where the user is identified as the group administrator.
  • If the user is not a group administrator, they only have access to their own agreements.
    
• User's own data and any data from groups they are a member of - Grants access to the user's agreements and all agreements related to the groups where the user is identified as a member.
  
• Data for the whole account - Permits access to all agreements from all groups.
  
  • Required to run reports and exports for transaction consumption.

Save the configuration.

Access is updated for the user in real-time.