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Adaptive Insights
Knowledge and Support - Adaptive Insights

Granting Access To Reports By User

Question

Is there a way to default certain individuals to only a selected report sub-directory upon login within the Shared reports folder? I have several folders, but only want to share these folders with specific users.

Answer

With the current Adaptive functionality, it is not possible to grant report access by user and only have specific users view reports. However, level access is respected (unless the "Show all data regardless of plan" box is checked), so you could choose to not share the report with all levels. For example, if there are some reports that are only applicable to Administrators, you could just share the report with the Top Level.

One other workaround would be to create the report in the users Personal folder. This could be done by creating the report in the Shared Folder and then having the user copy the report into their Personal folder.