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Submitted

Access to reports by users with restricted vision

  • June 19, 2020
  • 3 replies
  • 210 views
gabrielamattos
Hello Community!  I would like to suggest that users with a restricted view on a pipe also have access to report creation / viewing.  Currently users with restricted view cannot create / view reports and this generates rework for member / admin users as they need to generate the reports and send them by email, for example, to users with restricted view.  Gabriela Mattos
Gabriela Mattos

3 replies

Raphael Costa
Pipefy Staff
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  • Raphael CostaPipefy Staff
  • Product Manager
  • June 26, 2020

@gabrielamattos Thank you for your feedback. Could you help me understand the process you manage in Pipefy? Also, some example of processes where this would be required it would be awesome! Looking forward to your feedback :) 

Raphael Costa | AI Team Leader @ Pipefy
    guilherme_plazza
    Forum|alt.badge.img

    Hello Community!

    Searching for this subject I found this thread and I’d like to contribute. We also use “restricted view” in a seles process with several agents (executives), so that each one sees only the cards that are assigned to them.

    We are looking for a way for these executives to extract reports to, for example, quickly knowing which cards are about to expire (and other analyzes).

    Thanks!

      fanna-favalessa

      Hello!

      Any news regarding restricted view and reports?
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