Skip to main content

Manage internal team access to a report

Configure which team members can view, edit, or own a report within your organisation.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report sharing dialog​

Open the report you want to share, then select the option to manage sharing and switch to the internal team sharing tab in the dialog.

Open the report sharing dialog

Step 2: Review existing team access​

In the internal sharing tab, review the list of team members who already have access and check their current roles.

Review existing team access

Step 3: Add a team member to the report​

Use the member picker to search for and select an organisation member to share the report with, then choose an appropriate role for them.

Add a team member to the report

Step 4: Set or change a team member’s role​

For each listed team member, select Viewer, Editor, or Owner to control what they can do with the report.

Set or change a team member’s role

Step 5: Remove a team member’s access​

Use the remove option next to a team member to take away their access to the report while keeping them in your organisation.

Remove a team member’s access

Step 6: Save and apply sharing changes​

When you are happy with the team access settings, click the save button to apply your changes and update the report’s sharing.

Save and apply sharing changes

Step 7: Resolve any loading or saving errors​

If an inline error banner appears while loading members or saving changes, review the message, adjust your changes if needed, and try saving again.

Resolve any loading or saving errors

Last updated: 2026-09-01