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- Navigate to Administration > Admin Console.
- Open the Roles section and click on the role you wish to enable CSV access for.
- Enable the following:
- Report Types - this provides the user with access to advanced report authoring options, such as CSV Import.
- CSV Reports - this gives the user access specifically to the Load CSV File option on the Report Builder's initialisation step.
- Advanced CSV Functionality - this allows users to select advanced options, including which writable data source to use, rather than relying on the default option.
Note: this is an optional role permission.
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