Reports permissions control who can access, create, and manage reports in Factorial. These permissions ensure that sensitive company data, such as payroll, absences, or project costs, is visible only to authorized users.
By assigning the right reports permissions, administrators can maintain confidentiality, provide insights to the appropriate roles, and ensure that reporting is accurate and secure while enabling data-driven decision-making.
Employees must be assigned to the corresponding permissions group for Payroll permissions to apply.
How to set up your Reports permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the Reports section
- Enable or disable permissions
- Click on Save changes
Some permissions let you choose the specific scope of a permission in Factorial: deciding who a user is allowed to perform a certain action on.
- For themselves: Only on their own profile/data.
- For direct and indirect reportees: On employees who report to them, directly or through a hierarchy.
- For people on teams they lead: Only on members of teams they manage.
- For people in their legal entity: Anyone in their department, branch, or company entity.
- For the whole company: Across all employees in the organisation.
Reports permissions
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Use reports
This permission allows the employees inside the specific group of permissions to use reports and view the information they are authorized to see within those reports.Learn more about reports here.
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Manage reports
This permission allows the employees inside the specific group of permissions to manage reports, including creating, editing, and deleting them.You can choose the scope of this permission.