If no users are able to run lists and/or reports, we will need to check the following as a Platform manager:
  1. Go to Core > Users/Access > Profile.
  2. Click Manage Roles.
  3. Select All School Role.
  4. In the Role panel on the left, click Tasks.
  5. Click Edit.
  6. Ensure that all necessary boxes for either Lists or Reports are marked.
  7. Once the necessary changes are made, click Save & Exit.
If a user/role is unable to run specific reports, they could be excluded from access. We can verify the following:
  1. Go to Core > Dashboard.
  2. Under Reports, click View All.
  3. Select Report Admin.
  4. Find the report to edit access for and click Role.
    • If editing access for a specific user, click User instead.
  5. Find the user/role to grant access to and select it.
  6. Click Add to Group
  7. Repeat steps 4-6 for any additional users/roles to give access to.
  8. Once all selections have been made, click Save & Exit
If a user/role is unable to run or copy a specific list, they could be excluded from access. We can verify the following:
  1. Go to Core > Dashboard.
  2. Under Lists, click View All.
  3. Select List Admin.
  4. Filter down based on the role or user who created the list.
  5. To edit Role access:
    1. Find the report to edit access for and click Role Access.
    2. For each role to grant access to, select either Run or Copy.
      • Run access will only allow the role to run a list, Copy will allow them to run or copy the list.
    3. Click Save & Exit.
  6. To edit User Access:
    1. Find the report to edit access for and click User Access.
    2. Click Add Users(s).
    3. Search for user(s) to grant access to.
    4. Under Search Results, click the >> next to the user's name to add them to the list.
    5. Once all users have been added, click Save & Exit.
    6. Select whether each user will be allowed Run access or Copy access
    7. Click Save & Exit