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richard_lloyd
richard_lloyd
Contributor ⭐️⭐️
February 1, 2019

Ability to give Users access to Report Builder without giving access to Administration tab

  • February 1, 2019
  • 5 replies
  • 49 views
Very dissapointed this isnt out of the box functionality.

    5 replies

    darkknight
    darkknight
    Expert ⭐️
    February 1, 2019
    Instructions on how to do it here: https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Grant_Permission_to_Create_Reports

    Jeff Kirkpatrick
      darkknight
      darkknight
      Expert ⭐️
      February 1, 2019
      I should add we haven’t done this - so I don’t know if users will be able to gain access to Administration tab through Report Builder this way.

      Jeff Kirkpatrick
        richard_lloyd
        richard_lloydAuthor
        Contributor ⭐️⭐️
        February 1, 2019
        Very kind of you Jeff, but I really wanted a method more akin to how standard Salesforce would handle this. I understand this would work, but feels more like a bodge. Thank you for helping though.

        darkknight
        darkknight
        Expert ⭐️
        February 1, 2019
        I don’t disagree ????

        We would like the ability to provide access only to certain users. We don’t want the world having report builder access, especially since we cannot create “report types” and restrict the fields they can view/filter by.

        As it is we have so much trouble/questions around filters for reports on dashboards.

        Jeff Kirkpatrick
          richard_lloyd
          richard_lloydAuthor
          Contributor ⭐️⭐️
          February 1, 2019
          + I've tried this and it does work, thank you for taking the time to help, is appreciated. Have a great weekend Jeff!

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