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Passing feedback along to PM

Thanks for the feedback...I'm passing it along to our Product  Management team...but here are some tips on how to set up a role to use this option as it's implemented today:

1) If you don’t want users to find records ad hoc or build new reports from scratch, you’ll need to also select Hide Table in order to hide the table menus for the role. 

2) Make sure the Dashboard for the role either includes links to the reports
you want users in the role to see or the actual reports themselves. One easy way to do this is to make sure the Left Colum of the Dashboard is set to Show All Reports; this will ensure all reports you’ve given the role access to show in this list.  (You can change what reports a role has access to right above the Hide the customize this report link checkbox.)

3) If you still need users in the role to be able to add new records, be sure not to hide the default ‘Add’ button that normally shows on the top of reports.


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