"Edara" allows you to grant access to view any individual sales report based on your business needs, ensuring data security. In this article, we walk you through how to do it.
Granting Access to Sales Reports
Go to Users.
Click on "Page Permissions".
Select the user or group of users you want to grant the permission.
Click the "+" sign next to “Sales”, then select “Reports”.
Tick the checkbox (▢) next to the specific report you want to grant access to.
Click on "Save".
Note: If you want to revoke this permission, you can follow the same steps as before, but remove the “☑” sign next to the reports’ names.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.