Controlling who can view, edit, or comment on your shared reports is essential for maintaining data security and collaboration.
This guide walks you through how to manage access permissions for your reports in Revlitix.
Step 1: Navigate to the Reports Module
Click on the Reports module in the navigation bar.
The system will automatically open the most recently viewed report.
Step 2: Access the Reports Listing
Click the View Reports button.
This will display all reports categorized as:
Organization
Public
Private
Shared
Locate the report you want to manage access for.
Step 3: Modify Access Permissions
Find the report you wish to update.
Click the three vertical dots (More Options) next to the report name.
Select Share.
On the right side of the screen, you’ll see:
The Owner's Name
Current Access Rights
As the report owner, you can grant the following types of access:
Access Levels:
View Only: Users can view the report but cannot make any changes.
Edit Access: Users can edit the report.
Note: You will need the user's email address associated with the Revlitix tenant to grant edit access.
Comment Access: Users can add comments to the widgets but cannot edit the report.
Step 4: Remove Access (Optional)
To remove a user’s access:
Click the Share option again from the More Options menu.
In the Share Access card, find the user whose access you want to revoke.
Click Remove Access next to the user's name.
By following these steps, you can easily control who can view, edit, or comment on your reports.
Managing access ensures your reports remain secure, organized, and visible only to the right users.