How to Hide the IIA Report from Specific Employees
This guide explains how to create and assign a custom user role to hide the Israel Innovation Authority (IIA) Report from employees who do not need access to it.
The process involves two main steps: creating a new role with specific permissions, and then assigning that role to the relevant employees.
Step-by-Step Guide
Step 1: Create a Custom Role Without IIA Report Access
- Navigate to Settings in the main sidebar.
- Click on Roles.
- Click the Create role button.
- On the “Create” page, give the role a descriptive name (e.g., “Employee – No IIA”).
- Configure all the permissions for this role by checking the boxes for the features these users should be able to access and use.
- Scroll down to the Reports section.
- Ensure the checkbox for the IIA Report is left unchecked. This is the key step to hiding the report.
- Click Save at the bottom of the page.
Note: To ensure the new Role settings are correct, you can copy the settings from the existing Roles. For your convenience, we have a Roles guide: Introduction to Roles
Part 2: Assign the New Role to Employees
- Navigate to Users in the main sidebar.
- Select the employee you wish to modify.
- In the employee’s profile settings, locate the Role field in the Security section.
- From the dropdown menu, select the new role you just created (e.g., “Standard User – No IIA”).
- Click Save at the bottom of the page.
Repeat this process for any other employees who should not have access to the IIA Report.
