In your Blent account, you can decide who sees what. That allowed you to protect all confidential data while sharing the correct information with all your team members.
The permissions are defined by roles, and each user is assigned a particular role.
For each role, you select the permissions for each setting, dashboard, and report :
No access = Document won't appear
Read-only = The Edit button won't appear
Read & write = Full access
Here is how you can create roles:
After you define the roles, you can assign them to the users:
The folder authorization is stronger than the document. That means if you have acces to a report but not in the folder containing it, you won't see the report in your account. However, if you have the URL link of the report you will be able to see it.
Here are a couple of ideas on how to structure roles in your account.
When creating roles, you can choose to create them by
- The access level (e.g. "Full access", "Read only", etc.)
- Department (Sales - with access only to sales reports, Operations - with access only to operational reports, etc.)
- The combination on the two (e.g. "F&B - Full access", "F&B - Read-only")
- Individual roles - for some or all users you can create unique roles with user-specific permissions