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FirmFlow

FirmFlow report administration and security

To access the Report Security list, select
Administration
,
Manage Users
, then
Groups
 from the GoFileRoom toolbar, select a user from the
Select User
 dropdown list, then mark the
Allow access to reports
 checkbox.
The Report Security list is divided into sections that include:
  • FirmFlow Standard Reports
  • FirmFlow Published Reports
The FirmFlow Standard Reports section will show all reports included as part of GoFileRoom FirmFlow.
The FirmFlow- Published Reports section will show all published reports.
note
These reports are sorted alphabetically under each section. Each section header includes a checkbox to quickly allow or deny access to all items under that section.

Publish reports permission

The Publish Reports security privilege allows group members to publish reports and delete published reports. Authorized users can configure permissions for published reports by choosing
Administration
, then
Manage FirmFlow
 from the GoFileRoom toolbar, selecting a drawer from the
Drawer
 dropdown list, and selecting the
Permissions
 tab.
note
If a user is a member of a group that has the Publish Reports security access, they’ll have access to all newly created published reports.

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