Setting Permissions in ConnectPath for Historical Reporting Access

Enabling Historical Reporting

ConnectPath provides a full Historical Reporting Option in addition to the Activity Search that has long been a key part of ConnectPath.  The following video tutorial shows you how to access Permissions and enable reporting for your selected role usually Admin or Agent, though you can create your own roles and  permissions or security profiles.

To access Permissions you must currently have an Admin Security setting or you will not be able to access permissions. Once you access permissions you will then select and edit the role or security profile of that you want to have reporting privileges.    Then select “Users and Permissions” and enable ALL or one of the sub categories for view, edit, create or remove.

There are other video tech tips and feature presentations elsewhere here in the blog!