How to un-share Insights report

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We hope the below article will assist you. Based on your questions, it looks like you are trying to un-share an existing Insights report.

Before we explain it we would like to tell you the scenarios of when this might be needed. In today's economy a lot of companies have constant turn over of team members and our roles within the companies frequently change. You might have created and amazing Insights report that you would like to share it with your team, and assign someone else or remove someone from the share list in the specific Insights report. Usually this is done by the Supervisors or Managers or even by the local IT support team.

With our sharing capability for Insights this is easily doable and fully explained in the following steps:

Permissions Required:

1. Open the Insights Module

• Navigate to the Insights section from the main navigation menu. This is where all reports are stored and managed. 
• Locate the report that you want to remove shared access from before proceeding to the next step.

2. Open the Sharing Settings

• Click the More Options (⋯) menu for the selected report and choose Share. 
• This opens the report's sharing settings, where you can view and manage users who currently have access to the report.

3. Remove Access 

• Locate the user whose access you want to remove and deselect or remove them from the list of shared users. 

4. Save Changes

• Once the changes have been made, click Send to save and apply the updated sharing permissions. 
• The selected user will no longer have access to the Insights report.

Note: Be aware that if you are Owner of the Insights report you can not remove yourself since it has to be at least one Owner assigned to the Insights Report. 

Also if User belongs to a specific User Role Group, and all of those users need to keep the shared report, you will have to add all users individually and not as a group. We do understand this is not the easiest way, but it is the only way to guarantee the security of the shared report going to the wrong hands. 

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