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2.4. Report Protection

For added security, reports can be locked or unlocked by the report creator or a System Administrator.

Locked reports ensure that other users are unable to run or change the search criteria within the saved report.

Unlocked reports can be accessed by all users (with the appropriate permissions) and changes can be made by other users.

 

Locked

Locked reports can be locked and unlocked by the report creator or a Rubi System Admin.

 

Rubi Locked

Rubi locked reports can only be unlocked by contacting the Rubi Support Team at support@rubicrm.com.