How to Modify User’s Level of Access to a Report in Zoho Books

Resolution

After you have given access to a report, if you want to change the level of access a user has to a report, you can modify it.

To modify the level of access to a report:

  • Go to Reports in the left sidebar.
  • Select the report for which you want to modify the sharing permissions.
  • Click the Share icon at the top right corner. The users who have access to the report will be listed in the popup.
  • Click the dropdown in the Permissions column and change the level of access the user has to the report. The permissions will be updated immediately.