Skip to content

Protect Report and Slide settings

You can use one of these three layers of data protection on your report, or combine them:

  • Protect the content of your report against viewing.
  • Lock the settings of the report definition.
  • Lock the settings on the slide level.

Protect the report

  • Restrict who can view the report

    If your report contains sensitive data that only specific team members may view, lock the report by changing its Type from Public to Only for invited, and list these members below.

    Report type set to Only for invited with the list of invited users

  • Lock the report definition

    You can lock the settings of the report definition, including the slide update (= topic update). To make sure that the report definition doesn’t get changed and the report itself isn’t copied, use the Protect Settings function and list the users who are allowed to do so as Document Administrators. These administrators can change the report definition as well as the content of the slides (topic update).

    Protect Settings and Document Administrators of the report

Lock the slide settings

  • Let users edit all slides

    Sometimes you need to allow some team members to edit the slides (do the topic update) in a locked report. Use the Protect Slides function and then decide whether a user can edit all the slides or just some of them.

    If the user can edit all the slides in the report, just set this person up as a Slide Administrator.

    Protect Slides and Slide Administrators of the report

  • Let users edit selected slides

    If this person should edit just some of the slides (topics), go to the particular slide and set the person up there.

    Users allowed to edit a particular slide

Still need help?

Write to us. We usually reply within an hour on business days.