Skip to content
  • There are no suggestions because the search field is empty.

How can I release a report to case handlers with the “Reader” role?

This chapter explains how you can release the notes to a case handler with the “Reader” role.

Clicking on "..." opens the selection of actions.

Selection of Actions

You want to share a single report with a user with the reader role. Then simply click on "Share report".

Release a report

Then the dialog opens where you can select the different users with the reader role for a single report. In order to be able to select the desired users, you must make sure that the user has access to the respective area, client and matter. You can select the users with one click.

Screenshot 2024-12-13 at 11.52.23

The selected user will be grayed out, with a click on Share you can now specifically share the individual report to the selected report.

Screenshot 2024-12-13 at 11.52.53
 The reader is now in the existing permissions. Click on Assign rights to adjust the rights of the reader in relation to the report.Screenshot 2024-12-13 at 11.53.27

If the rights have been adjusted, click on Save.Screenshot 2024-12-13 at 11.54.04