Paw Metrics: The Guide to Configuring Role-Based Access for Reports

RunLoyal - All-In-One software to run your pet business

  1. 1. Click on "Settings"

    Click on "Settings"

  2. 2. Navigate to "Business Setup"

    Navigate to "Business Setup"

  3. 3. Select "Staff Group"

    Select "Staff Group"

  4. 4. Choose the "Paw Metrics" staff group

    Choose the "Paw Metrics" staff group

  5. 5. Review the Reports assigned to the staff group: This section should display the reports currently accessible to staff members in this group.

    Review the Reports assigned to the staff group: This section should display the reports currently accessible to staff members in this group.

  6. 6. Verify the alignment of reports with staff groups—Double-check that the reports listed on the left side correspond to the desired staff group displayed at the top, then click on the checkbox.

    Verify the alignment of reports with staff groups—Double-check that the reports listed on the left side correspond to the desired staff group displayed at the top, then click on the checkbox.

  7. 7. Save Changes- Once you've finalized the report selection, click the "Save" icon associated with the staff group name to confirm your changes.

    Save Changes- Once you've finalized the report selection, click the "Save" icon associated with the staff group name to confirm your changes.

  8. 8. Staff members within this group now have limited access to reports. They can only view the reports that have been specifically selected for their staff group.