04/11/18 17:25 PM  

View Data for Multiple Sites in Live Reports | Multi-Site Support

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SummaryFor Administrators, you may create custom role to grant users Site Management and Sited Call Log permission o allow them to view Multiple sites without giving them visibility to all sites.

In Roles and Permissions create a new custom role and grant it the Multi-Site permission with both Site Management and Sites Call Log checked. Then when you assign that role to a user you will be able to select which site to allow them access to by selecting specific sites under Role Domain.
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View Data for Multiple Sites in Live Reports | Multi-Site Support

 
Follow the steps to create and assign a custom role for users to allow them to view multiple sites without granting control and access to all sites. Multi-Site must be enabled and you must be an administrator to proceed with the steps.

 
1. Go to Users > Roles.

Usertab-Roles

2. Click New Role.

Roles-NewRolebutton

3. Select a role to use as a starting to point. You may use the Standard role as a starting point to grant the minimum permission level.

User-added image

4. Enter the role name and provide a short description to help you remember the scope of this role. The description will be shown in the roles list.

RoleName-Description

5. Select the permissions you want to assign to the new role. For this role, you will need to assign and check: Multi-Sites which grants Site Management and Sites Call Log.

Multi-sitepermission

6. After creating the role, assign the role to users who need to view multiple site data on live reports. For more information, go to:

assignrole

Assigning a Role to User/s
Assigning a Role via the User Details
 
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