Assigning Transaction Report Access to Staff Members

Assigning Transaction Report Access to Staff Members

Note: In Order to Follow This document, You Must be assigned the Report Admin role in ClientBAY. If you are not a report admin, you will have to speak with your Transaction Admin and they can perform these actions.

To Assign a ClientBAY user access to specific Transaction Reports Follow the steps below.

  1. Log into ClientBAY
  2. Click User Management >> Select the user Profile you wish to grant Access to >> Scroll to Office Info Section >> Transaction Reports Access >> Click Edit
  3. Find the Report that you wish to grant access for
  4. From the Dropdown, select None, Full or Office Only
  5. Once finished choosing all reports you want the user to have access to be sure to press finish. 






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