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This guide is for Administrators who wish to share reporting functionality with non-admin users.

Setting up users

Non-admin users can generate reports only when they are assigned to the dataset which they are trying to generate a report about. If you are providing such functionality then it is necessary to go into each dataset and share the dataset with the user (or a group that a user is assigned to - more info on creating groups can be found here Creating Groups). This is done by using the “shared with” function as part of the workflow section.

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Here you can either share individually with a user by typing their uSmart user email address or with the group.

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