Very dissapointed this isnt out of the box functionality.
Ability to give Users access to Report Builder without giving access to Administration tab
+5Instructions on how to do it here: https://support.gainsight.com/Reports_and_Dashboards/Admin_Guides/Grant_Permission_to_Create_Reports
Jeff Kirkpatrick
+5I 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
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.
+5I 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.
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
+ 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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