Thursday, September 24, 2015

ZOHO CRM - Restrict Access to Reports

Sometimes we have situations where we don't want all users to have access to certain reports.  The secret to restricting access to reports is through permissions on report folders.

To change the permissions on a folder, click the Edit link to the right of the folder in the Reports module:
To bring up the folder permissions setting form.
You can choose to allow all users, restrict access to only you, or define a set of users that have access to the report.


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