FirmFlow report administration and security

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To access the Report Security list, choose Administration > Manage Users & Groups from the GoFileRoom toolbar, select a user from the Select User drop-down list, and then mark the Allow access to reports checkbox.

The Report Security list is divided into sections which include:

  • FirmFlow Standard Reports
  • FirmFlow Published Reports

The FirmFlow Standard Reports section will show all reports included as part of GoFileRoom FirmFlow.

The FirmFlow- Published Reports section will show all published reports. For more info on published reports, see Running FirmFlow reports.

Note: These reports are sorted alphabetically under each section. Each section header includes a checkbox to quickly allow or deny access to all items under that section.

Publish reports permission

The Publish Reports security privilege allows group members to publish reports and delete published reports. Authorized users can configure permissions for published reports by choosing Administration > Manage FirmFlow from the GoFileRoom toolbar, selecting a drawer from the Drawer drop-down list, and clicking the Permissions tab.

Note: If a user is a member of a group that has the Publish Reports security access, they will have access to all newly created published reports.

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