Is it possible to share Client feedback view (from Reports Module) with PMs without sharing Business Reports or Cash Flow? Could not find separate Client feedback section in User rights management.
Hi Kristine The post form Marianna below reminded me that should work of user group has this ISO section selected. I'm sorry it's known. it's not intuitive, the Client feedback functionality evolved from another system functions which was related to ISO and the user group rights keep the old naming.
Hi Kristine You're right, there's no sperate section in the user rights for the Client feedback. But using the available sections should suffice to serve this purpose. If you unselect all checkboxes for the Business reports and Cash Flow for a certain user group, like this:
And those user group will have access to the Project feedback. The system will allow them to access the feedback reports (in the Reports module) but the Cash flow and Business reports will be hidden from those users.
Thank you, Marek! Unfortunately doing so removes the Reports module completely (all its 3 sections: Business Reports, Client Feedback and Cash Flow). Could it some kind of error in Settings - Views - Permissions?
Hi Kristine The post form Marianna below reminded me that should work of user group has this ISO section selected. I'm sorry it's known. it's not intuitive, the Client feedback functionality evolved from another system functions which was related to ISO and the user group rights keep the old naming.
Dear Marek, we have the following set up for that user group: Still, the users have no access to the Client Feedback tab on the Reports Module: The following tab should be available:
There might be some differences in the configuration of the group user rights. In this case, we'd have to check the details of the user group configuration. If you could share here or via your Customer success manager, the name of the group, that would help a lot to investigate the issue. In the meanwhile, if you leave the users the right to Browse business reports the module should be visible, the users will be able to see the list of reports, but not able to generate or preview the data in any way.
The post form Marianna below reminded me that should work of user group has this ISO section selected.
I'm sorry it's known. it's not intuitive, the Client feedback functionality evolved from another system functions which was related to ISO and the user group rights keep the old naming.