Question

How can I grant access to reports for executives without making them Admins?

Solution

Typically executives and C-level employees (CEO, COO, etc.) should be able to report on all people and all projects, including visibility into bill rates and cost/pay rates. You can enable this level of permission without having to grant the Admin role as follows:


Give them the following Roles (Person > Profile tab):


Grant the following Org Access (Person > Profile tab - left menu):

Additional Information

Help Docs - People Organization Access