Can't share report with worker

Talon H. shared this problem ago

Solved

I have a new report that I made for a specific new worker, but I can't share the report with that worker in particular. Other workers appear in the dropdown when I search for them.

The report is Cosmic GB OB and the worker is Shanna. I want her to be able to view, not edit.

Is this an issue with worker permissions?

The same problem

Best Answer

Susan M. ● 19 days ago

It's because she doesn't have permissions to view leads at all. To share reports she would need at least read only permissions to leads

Comments (1)

Susan M. ● 20 days ago

Yes, the worker will need access to Settings-->Reports

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Talon H. ● 20 days ago

The worker now has that access, but is still not coming up when I search for her to share the report.

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Susan M. ● 20 days ago

What type of report is it? Does she have access to that as well? Is it a leads report?

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Talon H. ● 19 days ago

It is a customers report (Cosmic GB OB is the name). I'm not sure what you mean by "does she have access"--my whole problem is that when I search her name to share it with her so she has access, her name doesn't appear (although my other workers do).

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Susan M. ● 19 days ago

It's because she doesn't have permissions to view leads at all. To share reports she would need at least read only permissions to leads

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Talon H. ● 19 days ago

That was it. Thanks!

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