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--- onboarding:reportingmanager:administration_-_manage_scheduled_reports [2023/03/31 16:13] – 10.91.110.100
+++ onboarding:reportingmanager:administration_-_manage_scheduled_reports [2023/03/31 16:18] (current) – 10.91.110.100
@@ Line 48: / Line 48: @@
 ===== Setting up Roles for Scheduled Report Recipients =====
+*** BE CAREFUL WITH CUSTOMER ROLES - THEY WILL RECEIVE REPORT EMAILS ***
+*** BE SURE YOU UNDERSTAND USER PROFILE APPLICATION PROFILES AND ROLES BEFORE PROCEEDING ***
 To set up a role, click "manage report visibilities" which is the icon with the eye on the reporting manager menu. Click "Add Role". When you have the role added to Reporting Manager, log into User Profile on the same environment, navigate to the Reporting Manager App profile and click "Sync Application". This will now mean the role is present within the User Profile UI. Now it will be selectable as a role for reporting manager application profiles. If you want a customer to receive this report, make sure their reporting manager application profile has this role selected.

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