Managing Access to Reports (Beta)

Admins can control which team members have access to Docket’s new Reports (Beta). This helps ensure that only the right users can view or interact with financial and operational reports.

Before You Start

Here are a few things to know before you continue:

• We recommend that only the Account Owner(s) or Admins(s) manage access to reports.
• Depending on how your permissions are set up you may not be able to access some or all of these settings. Please reach out to your Account Owner if additional access is needed.
• By default, only Admin and Office Staff user roles can see Reports (Beta). If other roles need access, you’ll need to update their permissions using the steps below.

Managing Report (Beta) Access

1. Click ‘Employees’ under ‘Workers’ in the left-hand menu.

2. Click the name of the employee that you would like to update access. 
3. In the employee menu, click ‘Access.”
4. Scroll down and click the downward arrow inline with ‘Reports (Beta).’

5. For each individual report, you can toggle access on (blue) or off (gray.)
6. Once you have made your selections for the employee, click ‘Update Access’ and report access will be updated immediately.

Please Note: You can also update Role Defaults for Reports (Beta) access for users added in the future for a specific role.

If you have any questions, please reach out to our Support team through the chat widget on the bottom right of this page or by sending an email to support@yourdocket.com!