Setting Report Exporting Permissions for a User

TE Recruit reports aid in measuring your performance and the performance of your recruiting staff. After a report is generated, the Table Details view can be exported to a spreadsheet.

By default, all new users have the ability to export reports within TE Recruit.

Note: the ability to report export permissions is restricted to only those users that have permission to manage users

To allow or restrict a user from exporting reports:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the My Agency section and then select Manage Users

  • All users on the account will populate on the Manage Users page
  • Click on the edit icon to the right of the person you wish to set report export permissions for

  • Under the user’s Permissions on the right side of the User Profile, click to expand the Reports section
  • To the right of Allowed To Export, set the appropriate permission
    • Yes =this user can export reports
    • No = this user cannot export reports
  • Make sure to click the Save button at the bottom once your changes have been made

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