Multi-Agency Permissions
Purpose
To demonstrate how a Child Agency can grant or remove Data Source access to a Parent Agency in the Reports module.
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Video
Instructions
1. Navigate to the Reports module and click on Setup from the menu.
2. Click on Multi-Agency Dataset Sharing.
3. Click on the X next to the Datasource to remove the permission. The Green Yes will change to a Red No to indicate it is no longer shared.
4. Access is enabled/disabled will briefly pop up in the top center of the screen to confirm your selection.
5. Clicking on the checkmark will reinstate the permission and the Red No will change to a Green Yes to indicate the change.
6. Click on the top box to bulk select all Datasources. You can also multi-select Datasources by checking more than one at a time.
7. Click on Grant Permission or Remove Permission to change the bulk selection.
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