Help Centre

Levels of access

Quantemplate allows you to provide different levels of access to reports within your organisation.

There are three permission levels:

• Owner
  Can manage users and edit, print, archive report and download data
• Can edit
  Can view or print report and download data
• Can view
  Can view or print report

Sharing a report

Only owners are able to control sharing settings on a report.

To share a report with other members of your organisation:

1. Click the share button in the toolbar.
2. Click in the ‘Share with’ field and select additional people to share with.
3. Select the invitees’ permission level (Can view, Can edit, Owner).
4. Click the ‘Add’ button

To change a person’s permissions level, click on their current permission level and select from the popup that appears.

To remove a person’s access to report, click on their current permission level and select ‘Remove’. To remove your own access, select ‘Remove’. If you are the only Owner, you will need to appoint another Owner before you can leave a report.

To share with all members of your organisation, select the organisation name from the list of sharing suggestions.

For data security, datasets within Quantemplate are shared separately.
When sharing a report invitees should be given access to the report’s source datasets in order to view pivot tables and graphs.

If they do not have access to the underlying datasets they will see a redacted view.
Read more about sharing datasets.