Home Customer Reconciliation Who is listed under ‘People with access’ and what information is shown?

Who is listed under ‘People with access’ and what information is shown?

Last updated on Apr 23, 2026

Short Answer: It shows all users who can view the report, along with their name, email, and role (e.g., Owner, Member).

PreRequisites

  1. Have the ‘Share this report’ dialog open

Steps

  1. Open the sharing dialog.
    Click ‘Share’ to open the ‘Share this report’ modal.

  2. View access list.
    Look under ‘People with access’ to see all users who have permission to view the report.

  3. Check user details.
    Each entry displays:

    • User’s name

    • Email address

    • Assigned role (e.g., Owner, Member)

Troubleshooting

  1. Expected user is not listed
    Likely Cause: User was not added or changes were not saved
    Action: Add their email using ‘Add emails’ and click ‘Save’

Note: Your own account appears with ‘(you)’ next to your name along with your assigned role.