Setting Access to Connect Reports

On adding a new Connect report, it's possible you'll need to modify user roles to make sure the right people at your practice have access.

  1. Go to Setup, and under the Administrative Setup header, select Roles
  2. Under the Practice - General header in the group list, select Connect Report:

  3. In the Screens section in the middle of the page, select the desired Connect report. 
  4. Set access as desired for the relevant user roles.