{"id":5811,"date":"2024-09-30T06:38:27","date_gmt":"2024-09-30T06:38:27","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-report-permissions\/"},"modified":"2024-10-03T08:06:02","modified_gmt":"2024-10-03T08:06:02","slug":"p3-hvac-software-report-permissions","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-report-permissions\/","title":{"rendered":"Tuesday Tool Tip &#8211; Report Permissions"},"content":{"rendered":"<p>In an effort to provide even more administrative control, P3 now has the ability to set the Report permissions on a per user basis.<\/p>\n<h2>Permissions Background<\/h2>\n<p>&#8220;Super Admin&#8221; users in the P3 Command Center have the ability to set permissions for other, regular, admin users &#8211; dispatchers, managers, etc. This is where you determine if an administrator for example can view specific information, but not delete it.<\/p>\n<h2>Report Permissions<\/h2>\n<p>Now, in the same page where the other permissions are set, there is a special category for Reports.<\/p>\n<p>When the section is expanded, every report in P3 is listed. As a result, the Super Admin users can determine to which specific reports the other admins will have access.<\/p>\n<p>For example, your sales manager might not need to see service agreement reports.<\/p>\n<h2>How to Change Report Access<\/h2>\n<p>To change an administrator&#8217;s permission for a report:<\/p>\n<ul>\n<li>From the Command Center, click on Settings<\/li>\n<li>Scroll the Users section<\/li>\n<li>Click on &#8220;Admin Users&#8221;<\/li>\n<li>Select the appropriate person, click edit icon<\/li>\n<li>Click to expand the &#8220;Reports&#8221; section<\/li>\n<li>Uncheck the box to remove permission<\/li>\n<li>Save<\/li>\n<\/ul>\n<h2>Important Notes<\/h2>\n<p>Please note the default for the software is to grant access to all reports for all admin users.<\/p>\n<p>Also note that if a report permission is removed for an administrator, it takes effect the next time the admin logs into the Command Center.<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Report Permissions<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2981 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Click-to-Remove-1024x423.png\" alt=\"Click to Remove Permission\" width=\"1024\" height=\"423\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>No Check Box = No Access<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2982 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Permission-Removed-1024x430.png\" alt=\"Permission Removed\" width=\"1024\" height=\"430\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In an effort to provide even more administrative control, P3 now has the ability to set the Report permissions on a per user basis. Permissions Background &#8220;Super Admin&#8221; users in the P3 Command Center have the ability to set permissions for other, regular, admin users &#8211; dispatchers, managers, etc. This is where you determine if [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5240,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[388,429,365,386,335,430],"class_list":["post-5811","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-reports","tag-hvac-software","tag-p3-software","tag-p3-hvac-software","tag-user-permissions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - Report Permissions<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-report-permissions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Report Permissions\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-report-permissions\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Permission-Removed.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1077\" \/>\n\t<meta property=\"og:image:height\" content=\"452\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-report-permissions\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-report-permissions\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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