Do you need to invite new users to your Invoca account, but you have concerns about giving them access to too much of your reporting data? You can give users on your Invoca account only access to see certain calls in their Invoca reports by assigning them a user role called "Filtered Reporting". Filtered Reporting users are especially useful if…
To use Filtered Reporting, first you'll need to set up one of your Marketing Data categories to use as your filtering criteria. We recommend only leveraging the most reliable data possible for this functionality — if a call is not tagged with the appropriate value, the Filtered Reporting user will not have access to view that call. Filtered Reporting users will only see calls in their Invoca reports that collect a data value of your choice for that category. Otherwise, Filtered Reporting users permissions are most similar to the Reporting role. For more information on user role privileges, see Managing users in your Invoca account.
Take a minute to consider what criteria you want to filter your reporting access by — common examples include the line of business or location that received your call. If you already collect that data from your callers using a Marketing Data field, you can skip this step and move along to Step 2 of this guide. Otherwise, here's what to do:
Now that your Invoca account is all set up with your filtered reporting criteria, it's time to invite new users to your Invoca account to access data using those rules. You can choose to add your users one-by-one from within the Invoca platform, or add many users at once using a spreadsheet.
In the screenshot above, a user from "Auto Empire" is adding 19 new Filtered Reporting users at once. The first eight are filtered using different values for a Marketing Data category called "regional_manager", and the next eleven are filtered according to a different Marketing Data category called "store_id".
When you're adding new Filtered Reporting users, here are a few extra tips to keep in mind: