How to build a Reporting Specialist role (schedules and downloads)

Reporting specialists should generate, schedule, and download reports without deleting history or touching billing.

Steps

1. Open Organization settings → Roles and create Reporting Specialist.
2. Grant report read, generate/schedule permissions your catalog exposes for ready templates.
3. Intentionally omit report delete (and other destructive keys) unless you truly want cleanup rights — see schedule without delete.
4. Add enough project read so they can scope reports to the right projects.
5. Omit keyword write, GSC configure, and organization-owner controls.
6. Save and assign when inviting or changing members.

Outcome

Specialists can deliver client PDFs and schedules without broad destructive or billing access.