📄 Overview
Equip allows admins to control which reports each role can access. Report permissions are managed per role — so you can grant or restrict access to specific reports for Admins, Supporters, or any custom roles in your organization.
Only users whose role has the Reports navigation permission will appear in the report access table.
⚙️ How to Access Report Permissions
From the left sidebar, click Settings.
Click Permissions.
Select the Report Access tab at the top of the page.
You will see a table with all available reports organized by category (e.g., Assessments, Pathways, Users) along the left side, and your roles listed across the top.
✏️ How to Update Report Permissions
Navigate to Settings → Permissions → Report Access.
Find the report you want to grant or revoke access to.
Check the box under a role to grant access, or uncheck it to revoke access.
Click Save at the bottom of the page to apply your changes.
Changes take effect immediately. Users with that role will see the report appear (or disappear) from their Reports page.
📊 Report Categories
Reports are grouped into the following categories:
Assessments — Assessment Responses, Assessment Summaries, Assessment Links
Employment — Employer Details, Supervisor Details, Employment Details
Events — Event Attendance, Event Details
Forms — Form Details, Form Links, Form Responses, Form Summaries, Form Expirations
Goals — Goal Details, Goal Waypoints, Progress Updates
Groups — Group Details, Group Chat, Group Demographics
Moods — Mood Details
Notes — Note Details
Routines — Routine Details
Pathways — Pathway Details, Pathway Progress, Pathway Demographics, Authorizations, Invoices, Billing Details, Staff Utilization
Users — All Users, Discharges, Emergency Contacts, Participant Details, Team Member Details
Note: Some report categories only appear if the related feature is enabled for your account (e.g., Pathways, Goals, Moods, Employment).
💡 Best Practices
Review report permissions when creating a new custom role to ensure the role has appropriate access.
Use the principle of least privilege — only grant access to reports a role genuinely needs.
Admin roles are automatically granted access to all reports. Non-admin roles must be explicitly granted access.
❓ FAQs
Q: A team member says they can't see a specific report. What should I do?
Go to Settings → Permissions → Report Access, find the report in the table, and check the box under their role. Click Save.
Q: Why don't I see certain report categories in the permissions table?
Some categories (like Pathways, Goals, or Moods) only appear if those features are enabled for your account.
Q: Who can update report permissions?
Only admins with access to Settings → Permissions can manage report access.
Q: Do changes apply immediately?
Yes. Once you click Save, the updated permissions take effect right away.