{"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":"2026-02-09T14:04:19","modified_gmt":"2026-02-09T14:04:19","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 Upcoming Appointments<\/strong> section: they can see the contact details of personal consultants and the location ID (which is needed for quick identification when contacting Support), but they can\u2019t see clients\u2019 phone numbers. They can also view reviews and 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
    \n
  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
      \n
    1. Summary section<\/strong><\/li>\n<\/ol>\n\n\n\n

      This permission grants the team member access to Reports > Upcoming Appointments<\/strong>, but without displaying clients\u2019 phone numbers.<\/p>\n\n\n\n

      Show phone numbers in the Summary<\/strong><\/p>\n\n\n\n

      Enable this option if the team member needs to see clients\u2019 phone numbers in Reports > Upcoming Appointments<\/strong>.<\/p>\n\n\n\n

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

        This permission grants access to Reports > Appointments<\/strong> and 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 Reports > Appointments<\/strong>.<\/p>\n\n\n\n

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

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

          \n
        1. View the detail of messages<\/strong><\/li>\n<\/ol>\n\n\n\n

          This permission grants access to Reports > Messages<\/strong>, allowing the employee to view the history of all sent messages \u2014 both to clients and to team members.
          Without the Show phone numbers in messages<\/strong> permission, phone numbers in the details are hidden, but the recipient\u2019s email is still displayed (if the message was sent to email).
          Also, if the employee notification settings include Send the client\u2019s name and phone number<\/strong>, the client\u2019s number will be visible in the sent message details.<\/p>\n\n\n\n

          Export message details to Excel<\/strong><\/p>\n\n\n\n

          Allows the employee to export data from Reports > Messages<\/strong> to Excel.<\/p>\n\n\n\n

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

          Allows viewing client phone numbers in the Contacts<\/strong> column in Reports > Messages<\/strong>.<\/p>\n\n\n\n

            \n
          1. View reviews<\/strong><\/li>\n<\/ol>\n\n\n\n

            This permission grants access to Reports > Reviews<\/strong>, allowing the team member to use almost all section features except deleting reviews.<\/p>\n\n\n\n

            Delete reviews<\/strong><\/p>\n\n\n\n

            Allows the team member to delete any reviews about the location or its team members.<\/p>\n\n\n\n

              \n
            1. \u201cCalls\u201d section<\/strong><\/li>\n<\/ol>\n\n\n\n

              Grants access to Reports > Call<\/strong> Logs<\/strong>, but without showing phone numbers and without the ability to export data to Excel.<\/p>\n\n\n\n

              Access to download calls as Excel<\/strong>
              Allows exporting the call list to Excel.<\/p>\n\n\n\n

              Show client phone numbers<\/strong>
              Enable this option so the team member can see phone numbers in Reports > Call<\/strong> Logs.<\/strong>
              <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

              The Reports section contains service information needed to contact Altegio Support, 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… Continue reading Reports access rights<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[48],"doc_tag":[1462,1447,1507,1477,1609,1372,1402,1357],"class_list":["post-1499","docs","type-docs","status-publish","hentry","doc_category-user-access-rights","doc_tag-appointment-en","doc_tag-appointment-calendar-en","doc_tag-client-en","doc_tag-event-group-event-en","doc_tag-online-booking-en","doc_tag-professional-en","doc_tag-receptionist-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":582,"total_views":"200","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"User access rights","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/user-access-rights\/"}],"doc_tag_info":[{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Appointment Calendar","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-calendar-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Event \/ Group Event","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/event-group-event-en\/"},{"term_name":"Online Booking","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/online-booking-en\/"},{"term_name":"Professional","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/professional-en\/"},{"term_name":"Receptionist","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/receptionist-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1499","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1499"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1499\/revisions"}],"predecessor-version":[{"id":272434,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1499\/revisions\/272434"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1499"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1499"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1499"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}