{"id":1499,"date":"2024-11-23T04:58:42","date_gmt":"2024-11-23T04:58:42","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4847195067677-overview-access-rights\/"},"modified":"2026-04-22T10:30:27","modified_gmt":"2026-04-22T10:30:27","password":"","slug":"4847195067677-overview-access-rights","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4847195067677-overview-access-rights\/","title":{"rendered":"Reports access rights"},"content":{"rendered":"\n

The <\/span>Reports<\/strong><\/a> <\/span>section contains service information needed to contact Altegio Support<\/strong>, as well as information about reviews, messages, and calls; details on recent appointments and visits; data on which appointments were created during a selected period and who created them (a receptionist or a client); the source of the online booking; which professional and service were booked; client details, and more.<\/strong><\/p>\n\n\n\n

Access-rights configuration lets you control who can view this data.<\/p>\n\n\n\n

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For example, a receptionist may have access to the Analytical Reports> All Reports > Visits<\/strong> section and they can view the appointment list (the list shows only today\u2019s appointments and does not include clients\u2019 phone numbers).<\/p>\n\n\n\n

Setup<\/h2>\n\n\n\n
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  1. Go to Settings > Team<\/strong>, select the required team member, and open the Access<\/strong> tab.<\/li>\n\n\n\n
  2. Find the required permission block and enable it using the toggle, then click the \u201cReports\u201d <\/strong>section block and enable the specific permissions you want to grant the team member.

    To save changes, click Save<\/strong> in the bottom-right corner.<\/li>\n<\/ol>\n\n\n\n
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    More details about each permission<\/h2>\n\n\n\n
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    1. Main Dashboard<\/strong><\/li>\n<\/ol>\n\n\n\n

      This permission grants the team member access to Analytical Reports<\/strong> > Main Dashboard<\/strong>.<\/p>\n\n\n\n

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      1. View the list of bookings<\/strong><\/li>\n<\/ol>\n\n\n\n

        This permission grants access to Analytical<\/strong> Reports > Appointments<\/strong> and Analytical<\/strong> Reports > Events<\/strong>, but without showing phone numbers and without the ability to export data to Excel.<\/p>\n\n\n\n

        Limit the viewing period<\/strong>
        Specify how far back a team member can view the appointment and event history. This helps prevent \u201clooking back\u201d and analyzing historical data, reducing the risk of errors in financial reporting.
        You can limit access to a period from 1 day to 6 months<\/strong>, leave it unlimited, or completely block history viewing.<\/p>\n\n\n\n

        Export a list of bookings to Excel<\/strong><\/p>\n\n\n\n

        Allows the team member to export available appointments to Excel in Analytical<\/strong> Reports > Appointments<\/strong>.<\/p>\n\n\n\n

        Show phone numbers in bookings<\/strong><\/p>\n\n\n\n

        Enable this option so the team member can see clients\u2019 phone numbers in Analytical Reports > Appointments<\/strong>.<\/p>\n\n\n\n