Yes. This functionality is available for Writer and Reader users.


Writer user


Activating view all user's clients / reports for a Writer user will allow them to:

  • Create new clients for any user within their account
  • View and edit existing clients for any user within their account
  • Create, view and edit the Report Builder reports and Report Editor reports belonging to all users within their account


Reader user


Activating view all user's clients / reports for a Reader user will allow them to:

  • Create new clients for any user within their account
  • View and edit existing clients for any user within their account 
  • View, edit and create a new version of existing Report Editor reports belonging to all users within their account



It is possible to restrict which clients / reports certain users within your account can view and edit using Workgroups. Workgroups are particularly useful if you have different offices or departments within your company, and you only want users to be able to share their clients / reports with other users within their particular office or department.