Question:

How to edit the Sharing Settings of a report in Vault?

Answer:

Users can share a report with colleagues by adding them to a role in the Sharing Settings.

1. In the Reports tab, hover over the report to find the ellipsis menu or open the report and go to the menu on the top right corner.
2. Click Sharing Settings
   
   
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3. Click the Add button.
   
   
    
4. 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.

 

Related Documentation:

Vault Help Documentation: Exporting, Sharing & Copying Reports