How to Remove User’s Access to a Report in Zoho Books

Resolution

You can remove a user’s access to the report if they no longer need to have access to the report. To remove access:

  • Go to Reports in the left sidebar.
  • Select the report for which you want to remove a user’s access.
  • 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 Remove icon next to the user’s name and level of permissions. The user’s access to the report will be removed immediately.