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Change Visibility for Propel Configuration and User Reports

If you’re interested in restricting or granting access to view and/or edit Propel Configuration/User Reports the following steps outline how to share access. Note this will require a System Administrator profile.

Lightning

  1. Go to the Reports Tab
  2. Navigate to the All Folders section and then search "Propel"
  3. Click on the drop-down menu on the far-right, and then select Share
    1. Visibility_for_Propel_Reports_Lightning_1.PNG
  4. The Report Sharing pop-up will display with current sharing settings and sharing options
  5. Select 'Share With' type, search for users/groups in the search bar, and adjust access level. Then press Share
    1. Visibility_for_Propel_Reports_Lightning_2.PNG
  6. Repeat steps 2-5 for the Propel User Reports 

Classic

  1. Go to the Reports Tab
  2. Search "Propel" in the quick search menu
  3. Hover over the Propel Configuration Reports (Installed Package: Propel PLM) report folder and a pin icon should appear
  4. Click on the pin icon and then click Share
    1. Visibility_for_Propel_Reports_Classic_1.PNG
  5. The Report Folder Share pop-up will with current sharing settings and sharing options above
    1. Visibility_for_Propel_Reports_Classic_2.PNG
  6. Click on the desired 'Share With' group, then chose what users/groups to share the report with
  7. Adjust visibility, then click Done
    1. Visibility_for_Propel_Reports_Classic_3.PNG
  8. Repeat steps 3-7 for the Propel User Reports to change the Access and Visibility
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