How to edit the sharing settings of a report in PromoMats?
In order to edit the Sharing Settings of a report, follow the steps below:
- Click on the Reports Tab, hover the mouse over a particular report, then click on the Ellipsis menu, and select Sharing Settings:
- Click on the Reports Tab and open the report.
- Click on the Ellipsis menu and select Sharing Settings.
To add a user to the Sharing Settings:
- Click the Add button.
- Then, select the relevant Role, and search for the User or Group, and click Save.
To remove a user from the Sharing Settings, click the x icon next to the affected user, and confirm the changes.
Vault Help Documentation: Exporting, Sharing & Copying Reports
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