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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.

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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. WIKI LINK HOW TO: ADD A NEW MODULE LEVEL

Module Level Customization Icons

Icon

Explanation

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The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them.

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The bulleted list icon allows you to assign permissions to customized module levels.

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The pencil icon opens the Edit Module Level Modal.

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The trashcan icon opens the Delete Module Level Confirmation Modal.