How to share Insights report How to share Insights report

How to share Insights report

Alek Alek

Thank you for visiting our Qtrac Knowledge Base library.

We hope the below article will assist you. Based on your questions, it looks like you are trying to Share an Insights report with another team members.

Permissions Required:

Roles Queue Views
  • Any user that has access to Insights
  • N/A

 

1. Once you navigated to the Insights section, hover your mouse over an existing report and click Share:

2. Once the sharing option is opened you will notice that your user is already there as Owner of the report. Please note that you will not be able to remove yourself from the report unless you assign someone else to be Owner. If you actually try to do that you will not be able to save the Sharing of the report and notification will be shown to assign at least one Owner user.

3. You can share the report to individual users simply by adding their names under the user multi selector option: 

4. Or you can also share it directly to entire group that belongs to a same User Role instead:

5. As you can see you can also define 3 different permission levels: Owner, Contributor and Viewer. For detailed explanation about their permissions and limitations please check this link.

Once you have decided who are you sharing this report with simply click Share:

 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.

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