User rights and accessing tables and reports

User rights and accessing tables and reports

In Zoho Reports the administrator can grant administrative privileges to a user on a reporting database through the role called Database Owner. If a user has been added as a database owner, then the owner inherits all the privileges on the reporting database as that of the Administrator, except for the permission to rename and delete the reporting database. 

Add/Edit Database Owner

To add a user as an database owner, open the corresponding reporting database listing in the "My Home" page. Invoke Share -> Add/Edit Database Owner option in the toolbar of the Explorer tab. A dialog box appears as below.
 

In the Specify DB Owners tab, list the users whom you want to add as database owners. You need to provide the email addresses of the users (or Zoho Reports User ID) with which they have registered to Zoho Reports account.

You can add users using Add Users From option, which provides you with the options to pick users from the following contacts lists.

  • Existing Shared Users
  • Zoho Contacts
  • Google Contacts
  • Google Apps Users

Each of these options are explained in detail under Sharing Views to a User topic.

You can delete a user as a owner of the database by deleting his email address from the list under the Specify DB Owners tab.


Once you have included/edited the users, click on the Next button to go to the Sending Invitation Mail tab. A dialog box appears as below.

In this tab you can send Invitation mails to the new database owners, with a link to the corresponding reporting database. In the Subject box and Message box, you could type your own subject and message if you want to.

Additionally, by checking on the Removed Members option, user(s) removed as a database owner for this reporting database will also be notified. Click Add to complete the process.

Look for the message "Admin users have been successfully added. Notification email has also been sent to the users" at the top right corner of your screen, confirming the process.


    • Related Articles

    • Is it possible to restrict users editing reports in Zoho CRM?

      Yes. You can restrict Edit and Create access for reports in Zoho CRM based on profiles: Please click the settings icon on top right --> Setup --> Security and control --> Profiles --> Click on a profile --> Next to "Reports" ensure that "Manage" is ...
    • How do I invite a new user to the CRM portal?

      Add the user to the CRM portal then follow the steps below: Setup Users and Control > Users Click the user in question Click the green 'Reinvite' button in the top right of the user details screen The user will then receive an invitation email. They ...
    • How to Share Specific Zoho Reports Tables with Users

      You can share some specific tables to specific users with some fine grained permissions like ( Import and Write ). Please follow the below mentioned steps to do so.  1. Open the database in your Zoho Reports account.  2. In the Explorer view, select ...
    • Zoho Reports license costs (Sept 2017) and app 'Connectors'

      As of September 2017 Zoho have removed the connector concepts recently. Now, users can subscribe for Zoho Reports and connect with any number of services they want. Please check the plans in the following help link: ...
    • How can I synchronize the Zoho CRM-Reports data instantly?

      Follow the below steps to synchronize the Zoho CRM-Reports data instantly when needed: Login to your Zoho Reports account. Open the Zoho CRM Analytics reporting database. In the Explorer tab, click the Zoho CRM button. The Data Sources tab will open, ...