Allow user groups access to financial reports

After you allow user groups access to financial reports, every member of the user group is allowed to view those financial reports.

Subscription General Ledger
Regional availability

All regions

User type Business
Permissions Financials: List, View, and Edit

  1. Go to Reports > All > Core and select Financial reports.

  2. Locate the financial report and select Edit.

  3. Select the Permissions tab.

  4. Beside the Access list, select Add.

  5. In the Permissions window, select the Add dropdown and select group.

  6. Select the dropdown and select a group.

  7. Select Add.

  8. Select Save.

To remove a user group from the Access list, select the group and select Remove.