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How do I adjust access or delete a report?
How do I adjust access or delete a report?

Control which members of your team can view certain reports or remove reports entirely.

Updated over a year ago

Applies To: Admins

You can see who has access to any report on the report's card. The default reports created by Endear are set up to match the role a user has in your account (user, manager, or admin). If you are on the Starter plan, all users can see all reports.

How to change a report's user access

  1. From the Insights module, click the three dots at the corner of the report whose access you want to change.
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    Step 2 screenshot

  2. You will be able to select who you want to view the report from this menu. After selecting an option, click Save to apply your selected setting.

Step 4 screenshot

3. After selecting a visibility, the report will display who can view that report.
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Step 5 screenshot

How to delete a report

  1. From the Insights page, click the three dots at the corner of the report whose access you want to delete

  2. Click Delete Report

Step 6 screenshot

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