Give the user the Pivot Filter User role

1. Click on Work Hierarchy
2. Click Users
3. Find the user you want to give access to
4. Scroll to the bottom of the form
5. Click the "New User Roles" button on the related list
6. In the role field search for "Pivot Filter User" and select it
7. Click the Create button

The user will now have the Pivot Filter on their left nav and the ability to run the report.

The pivot report allows you to report and filter on every record type on the work and user hierarchy, but you may not want a user to see all of that information when they run the report. You can choose exactly what they have access to with access rights.

If a user has an additional role you might not have to grant them this access. For example the finance manager has access to run the report and see all user and work hierarchy data. This is specifically for giving a role only certain access to the Pivot Report data.

In the example below we are going to give a role access to report on department level data.

1. Create a new role
1. Creating a Role
2. You can also use an existing role
2. Click on Access from the left navigation
3. Click on Roles
4. Find the Role you want to give additional access to
1. Its not recommended to use the Pivot Filter User role for this access because it will give everyone with access to the report a minimum level of access to the data
5. Scroll to the bottom of the Role form
6. Click the "Table Access" tab
7. Click the "New Table Access" button
8. In the table level field find option called "department - read"
1. This gives the role read access to the department table
2. For another record type you would find the "table - read" option
9. Click the "Create" button
10. Go back to the role form
11. Click the "Field Access" tab
12. Click the "New Field Access" button
13. In the "Field Level" field find the "pivotFilter - departmentFilter - update" option
14. Click the "Create" button
15. Repeat steps 10 through 14 for the "pivotFilter - departmentFilter - read" option
16. Go back to the role form
1. Now we need to give the user access to the fields on the department that will be shown on the Pivot Report
2. As the admin if you go to the pivot report and click on the Department option you can see what fields are shown.
1. This might be different for different records, but in general it will be the name and number fields
17. Click the "Field Access" tab
18. Click the "New Field Access" button
19. In the "Field Level" field find the "department - name - read" option
20. Click the "Create" button
21. Repeat steps 16 through 20 for the "department - number - read" option