This article reviews the Permissions Access Report on the Security and Permissions page.
The Permissions Access Report allows Users to select one or more Permissions and quickly verify which Users and User Roles have the selected Permission(s). This report is helpful for auditing specific access of specific permissions and can be run from the 'Audit Access' tab within Security & Permissions page or the Permission Tree.
The Permissions Access Report generates a list that can then be exported as an Excel file if needed.
Article Topics
Navigation
Audit Access Tab
The Permissions Access Report is located on the Audit Access tab of the Security and Permissions page.
From the Audit Access tab, select 'Permissions Access Report.'
Permissions Tree
This Report can also be run from the Permissions Tree, which is located in the Permissions subtab of the Security and Permissions User Roles Tab.
Generating a Permissions Access Report
Audit Access Tab
To generate a Permissions Access Report from the Audit Access tab, follow these steps:
1) Select Permissions - Click the Permissions dropdown menu to select the specific Permissions to include in the report. Users can select one or multiple Permissions.
2) Select Report Display - Select a Report Display by clicking the Display Toggle. Toggle between the following options:
- Users - Reports a list of Users with all selected Permissions and the Role that grants the selected Permissions.
- User Roles - Reports a List of Roles that grant the selected Permissions and the number of Users with the Role(s).
3) Run - Click 'Run' to generate the report.
- Note: After running the report with one Display selection, Users can toggle to the opposite display and select 'Run.' Once both Displays are run, Users can toggle between the results of both Permissions Report Displays.
To clear the selections and run a new report, click 'Clear.'
Permissions Tree
To run a Permissions Access Report from the Permissions Tree, follow these steps:
1) Select a User Role - Click the User dropdown menu and select a User Role
2) Open the Permission Tree - Click the arrow to open a Permission Tree
3) Open Permission Report - Hover over a Permission and click the New Tab icon to open the Permissions Access Report in a new tab
Report Details
User Display
1) User List - Lists all the existing Users with all the selected Permissions
2) User Roles List - Lists the User Role that the User has that grants the selected Permission
- Note: In a scenario where multiple permissions are selected and a User has all selected Permissions, there may not be a single User Role that grants all selected Permissions. In this case, the value will display as '(No single role).' This can happen when permissions are being granted by multiple User Roles or granted at the User Level instead of through a User Role.
3) Export to Excel - Click to Export the Report to an Excel file
4) Refresh - Click to reload the report results
5) User Record - Click to open the User Record. This link opens directly to the User Record Permissions Tab
User Roles Display
1) User Roles List - Lists all the User Roles that grant the selected Permissions
2) Number List - Lists the number of Users in the system with the User Role
3) Export to Excel - Click to Export the Report to an Excel file
4) Refresh - Click to reload the report results
5) User Roles Tab - Click to open the User list to grant Permissions. This link opens directly to the Users subtab of the Security and Permissions User Roles tab
User Access Report
From the Audit Access tab, Users can also run the User Access Report, which generates a list of Users and all the system access they have. Click here to Generate a User Access Report.