How do I let a User create or edit a report?

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Assign Users as Company Reps

Administrators have permission to create or edit reports for any jobs. Users and 3rd Party accounts must be assigned as a company representative to have permission to create or edit reports for a job. The job creator or an Admin will need to assign the user as a Company Rep while creating a job or from the Edit Job page.

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Assign Company Reps

The list of Company Representatives for a job controls two things:

• Assigning Users or 3rd Party accounts as company reps gives them the ability to create or edit reports for the job.
• Assigning Non-Users (contacts) as company reps allows their names to be displayed as Job Supervisors on the report.

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In Edit Job

After clicking the Edit button in a job, scroll down to Assign Company Reps to add your company representatives.

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In Create Job

While creating a new job, at the bottom of the form, you will see the Assign Company Reps section.