Settings Page: Reports Module Level Tab

The Settings Page allows an individual with admin access levels to customize and designate permissions for the Reports Module.

The Module Levels Tab shows the different module levels for the Reports Module and the default permissions that are granted to each module level. The eyeball icon under the “Actions” column opens a modal that allows the user to view the permissions granted to the users with that role.

There are four base Module Levels with default permissions in the Reports Module that cannot be altered by the user.

Reports Module - Module Level Permissions Table
Module Level	Permissions
Admin	Download Report, Run Report, Manage Charts (list / view / edit / delete chart), Manage Reports (add / view / edit / delete report, edit SQL, share with any certification role, share with any user, share with all accounts, list-manage reports, edit system reports), Manage roles (delete / edit / view / add / assign / unassign roles, assign role test, assign hidden role, role permissions, assign role Kastrack Admin)
Guest	None
Manager	Download Report, Run Report, Manage Charts (list / view / edit / delete chart), Manage Reports (add / view / edit / delete report, edit SQL, share with any certification role, share with any user, share with all accounts, list-manage reports, edit system reports)
Staff	Download Report, Run Report

Individuals with an Admin Access Level can create customized module levels specific to the needs of your organization.

How To: Create a Custom Module Level (Reports Module)

To add a new module level in the Reports Module, go to the Settings Page and select the “New Module Level” button.

This opens the New Module Level Modal.

Input a name for the new module level and select the “Save” button.

The new module level will now be shown in the module level table on the Settings Page. Module levels created by your organization can be customized. Select the bulleted list icon to add permissions to the new module level.

Click the checkboxes for the permissions you would like to be granted to the new module level.

Select “Save” when done adding permissions.

Module Level Customization Icons
Icon	Explanation
	The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them.
	The bulleted list icon allows you to assign permissions to customized module levels.
	The pencil icon opens the Edit Module Level Modal.
	The trashcan icon opens the Delete Module Level Confirmation Modal.