Limit access to Reports

By limiting access to Reports, Admins can ensure each Farms data is secure and only required information is relayed to their Caregivers.

Video Resources

Limiting Access to Reports for certain Caregivers

 

You must be an Admin User on your account to enable or disable the feature. 

Enabling Reports Restriction

1. Open the Admin Panel

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2. Click 'Preferences'

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3. Make sure you click the 'Settings' tab. Toggle Reports Restriction to the ON position. 

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4. Using the drop down menu, select the user(s) you wish to restrict from Reports

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5. Make sure the name you chose appears in the field before leaving the Admin PanelScreenshot (727)

When a user is selected, they will no longer have access to any Reports filled out by a Farm Manager. 


Disabling Reports Restriction

  • Open Admin Panel
  • Click 'Preferences'
  • Make sure the 'Settings' tab is selected
  • Toggle 'Reports Restricted Users' to OFF

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