Very often CRM customers would like to set permissions on MS-Word Reports, to allow each users role to generate "only their reports".
The Report setup interface doesn't allow to set the roles allowed to select the report, and the SysModuleReport entity doesn't have the Record Permissions enabled.
How is it possible to setup permissions in MS-Word Report in Creatio?
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Hello,
Currently, Creatio does not provide an out-of-the-box option to configure user- or role-based access permissions specifically for MS Word reports.
It is also not possible to enable record permissions selectively "only for some reports." The SysModuleReport table contains definitions for all report types, and enabling record-level permissions on this entity would affect the entire reporting subsystem. This may lead to unpredictable behavior, including incorrect report visibility or access issues for other users and report types. For this reason, modifying its permission model is not recommended and is not supported as a partial or isolated configuration change.
If the project requires strict access control to specific reports, this can only be achieved through a custom development approach (e.g., custom UI logic, custom section replacing standard report generation buttons, or intermediary permission checks).