Project manager unable to view report data in Gen3

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  • Updated 4 years ago
One of the report was shared with a user who has a project manager permission, but when he runs the report he is unable to see the users data associated with his project.

(Originally posted by Valerie Caterino)
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Posted 4 years ago

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Hi Valerie,

Thank you for using Replicon Community.

If the report is based on billing templates then along with having project manager permission he will also require billing manager permissions in his profile to view the data. Kindly let me know on what template is the report based? to find out click on Settings in that report and you can find the template on the top right hand corner.

To assign additional permissions to a users profile:-

1. Log into Replicon as Administrator.
2. Go to Users.
3. Edit the users profile.
4. Go to Roles & Permissions.
5. Assign Billing Manager permissions.
6. Save the settings.

Thanks,
Lingaraj




(Originally posted by Lingaraj Dharwad)