CollaborateMD: How can I provide user access to reports?

Issue

How can I provide user access to specific reports within CMD? 

Environment

CollaborateMD, Roles: Admin, Features: Reports

Resolution

Let's review the process for granting access to specific reports. You can also reference the required steps and permissions in this CMD Help Center article: Edit User Access to Reports. 

Edit All Reports

1. Go to the Reports tab on the left-hand side of CollaborateMD.
2. Select the Edit icon next to the search bar for Search for Reports.
3. Select the reports you wish to grant access to. 
4. Select Actions and then select Edit User Access.
   
5. Designate the user(s) that needs to have Access or Edit Access to all reports. Edit Access allows the user to make changes to the report and update user access for other users.

Edit User Access to Specific Reports

1. Search for the report in question.
2. Right-click on the report.
3. Select Edit User Access.
4. Designate the user(s) that need to have Access or Edit Access to the specific report. Edit Access allows the user to make changes to the report and update user access for other users.

Additional Information

Edit User Access to Reports