[DRAFT] Granting or revoking access to shared reports

When custom reports are shared with users, they are made available to those users in the Shared with me tab in the Reporting (Beta) screen and can also be downloaded by clicking the link in the share notification on the platform.

You can prevent individual users from accessing custom reports that have been shared with them by removing them from the Reporting system admin group in the Admin groups screen:

Note: Unlike other admin groups created in the platform, the Reporting system admin group is permanent and cannot be deleted.

When a user is a member

Members of the Reporting system admin group:

Can access the Shared with me tab in the Reporting (Beta) screen, where they can download custom reports that have been shared with them.
Can reports that have been shared with them by clicking links in share notifications they receive in the platform.
They are granted the Reporting (Beta) permission, which gives them the ability to see the Reporting (beta) screen and the Shared with me tab, but they are not granted access to any other reporting-related site admin permissions, such as the ability to create, edit, or delete reports or view reports that have been generated by other users, as long as they have not been granted those permissions via membership of other admin groups.

When a user’s membership is revoked

When a user is removed from the Reporting system admin group, they are no longer able to access the Shared with me tab or download any of the reports shared with them.

If you’ve removed a user from the Reporting system admin group admin group but there are already reports scheduled to be generated and shared with that user, they will still receive share notifications when the reports are generated, but the user will be unable to download the reports from those notifications when clicking the download links.