Answers.Body: <p>I would be building it as a View and setting the Roles for access to the View from there.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-12-09T21:02:03.270Z
Answers.Text: Thanks, Pete.  That's exactly what I've done & it looks good (so far!)
Answers.UserDisplayName: Andy Clark
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-12-10T01:46:13.157Z
Answers.Text: Cool. Can you pls Accept the answer then
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-12-10T08:05:00.067Z
Answers.Text: I already did... and thanks again.
Answers.UserDisplayName: Andy Clark
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-12-10T17:48:17.950Z
Answers.Text: Hi Andy - I am not seeing that. I see some upvotes on the Answer (so thanks if one of those was you) but I do not see a green tick which is what an Accepted ticket looks like. If you have done that then not sure why I don't see that.
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-12-10T18:04:11.107Z
Answers.Text: Ah OK ticked it now
Answers.UserDisplayName: Andy Clark
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-12-10T22:11:44.693Z
Answers.Text: sweet - Stack Exchange likes it when Qs actually get an accepted Answer
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-12-06T02:49:23.557Z
Answers.LastActivityDate: 2019-12-06T02:49:23.557Z
Answers.UserDisplayName: petednz - fuzion
Body: <p>A client runs several night shelters for the homeless &amp; uses Civi.  They want to email a 'daily activity' report to staff &amp; volunteers - the content of which is confidential. All staff &amp; volunteers have access to Civi. The report consists of information about who is duty manager, a list of guests with notes and some information about other local homeless accommodation - so much of it is fairly dynamic and could be in a message template, a Word document or spreadsheet. Because it's confidential we don't want to send the actual report in the email, because the receiver of the email would of course retain the email with the report in their account. To avoid this we want to just send an email with a link to the report that's somewhere in Civi. We tried Google Docs but ran into access problems.    Suggestions are very welcome on how this might be achieved in Civi, please!  We're using Drupal, Civi is at 5.19.3, open to using webforms &amp; Views.</p>
  
Tags: <drupal><civimail><reports><message-templates>
Title: How to email a link to a confidential document in Civi
ThreadText: # How to email a link to a confidential document in Civi
  
  (Asked by: username_0 on 2019-12-05)
  
  A client runs several night shelters for the homeless & uses Civi. They want to email a 'daily activity' report to staff & volunteers - the content of which is confidential. All staff & volunteers have access to Civi. The report consists of information about who is duty manager, a list of guests with notes and some information about other local homeless accommodation - so much of it is fairly dynamic and could be in a message template, a Word document or spreadsheet. Because it's confidential we don't want to send the actual report in the email, because the receiver of the email would of course retain the email with the report in their account. To avoid this we want to just send an email with a link to the report that's somewhere in Civi. We tried Google Docs but ran into access problems. Suggestions are very welcome on how this might be achieved in Civi, please! We're using Drupal, Civi is at 5.19.3, open to using webforms & Views.
  
  **Tags:** drupal, civimail, reports, message-templates
  
  
  ---
  
  ## 1 answers
  
  ### Answer by username_1 on 2019-12-06. Score: 3 | Accepted answer
  
  I would be building it as a View and setting the Roles for access to the View from there.
  
  > **Comments:**
  > **username_0**: Thanks, Pete.  That's exactly what I've done & it looks good (so far!)  
  > **username_1**: Cool. Can you pls Accept the answer then  
  > **username_0**: I already did... and thanks again.  
  > **username_1**: Hi username_0 - I am not seeing that. I see some upvotes on the Answer (so thanks if one of those was you) but I do not see a green tick which is what an Accepted ticket looks like. If you have done that then not sure why I don't see that.  
  > **username_0**: Ah OK ticked it now  
  > **username_1**: sweet - Stack Exchange likes it when Qs actually get an accepted Answer  
  
  ---
  
  