Managing Report Permissions

The Report Center provides three levels of permissions for managing reports: Private, Public - View Only, and Public - Edit. Here's a breakdown of each permission level:

1. Private

• Default Setting: When a user creates a new report, it is set to Private by default.
• Visibility: Private reports are only visible to the user who created them.

2. Public - View Only

• Purpose: Allows users to share their private reports publicly for viewing purposes only.
• Restrictions:
  • Other users can view the dashboard but cannot make any edits.
  • Only the report creator can perform the following actions:
    • Add or remove filters.
    • Add or remove charts.
    • Delete the report.

3. Public - Edit

• Purpose: Grants full edit access to others for collaborative report management.
• Permissions: Users with access can:
  • Edit dashboard content.
  • Add or remove filters.
  • Add or remove charts.
  • Delete the dashboard.

Important Notes

• Legacy Reports: Reports created before the introduction of permissions automatically have edit access for all users.

How to Identify Reports Created Before Report Permissions Were Implemented

To determine whether a report was created before the introduction of the report permissions feature, follow these steps:

1. Check the Report Title:
   • If the report's creator is listed as Anonymous, it means the report was created before the permissions feature was implemented.
   • In this case, any user with access to the Report Center can edit the report.
2. Look for the Share Button:
   • Reports created before the permissions feature will not display a Share button.

By using these two indicators, you can easily identify older reports and understand their permissions setup

How to Share a Report in the Report Center

When a report is created, its permission status is set to Private by default. You can recognize this by the lock icon displayed next to the report name.

Steps to Share a Report:

1. Check Permissions:
   • Only the report creator can change the report's permissions.
2. Locate the Share Button:
   • Click the Share button, usually located near the top of the report page.
3. Choose Permission Level:
   • Select the desired sharing option:
     • Public - View Only: Others can view the report but cannot edit it.
     • Public - Edit: Others can view and make changes to the report.
4. Save Your Changes:
   • After selecting the desired permission level, click Save to confirm.

Your report is now shared and accessible based on the permissions you set!

User Permissions 

User Account Requirements for Report Center Access

To access the Report Center, users must meet one of the following:

1. LPA Login Credentials 
   1. The user has valid LPA login credentials
2. Role and Permissions
   1. Role: The user must hold the role of Agent Manager.
   2. Group Management: The user must manage at least one Agent Group.
   3. Permissions: At least one of the following permissions must be enabled:
      1. View Agents' Conversations: Permission to view conversations within the managed group.
      2. View Conversation History: Permission to access historical conversation records.

User Account Permissions

To ensure that managers only access data relevant to the teams they oversee the data will be pre-filtered to Agent Manger users based on the agent groups that are associated with the Agent Manger user.