permissions in custom reports
I have not found a custom report that will show me all the groups and their each group's permissions.
It would be helpful if we could have such a report to see all the permissions in one place instead of having to go to each section.
Here is a link to a help article which lists the description of each permission:
https://support.foundant.com/hc/en-us/articles/4447782019351-Detailed-Permissions
There are several custom reports that should help you review the permission settings in your site.
- Group - will give you a list of groups
- Group Action - will give you a list groups along with the advanced action for each group. The report can be grouped by the object, then sorted by the group name to review a site's permissions
- User Action - will give you a list of Users and the permissions that they have access to. The report can be grouped by employee then sorted by object.
- User Group - will give you a list of employees and the group they have been assigned to. The report can be grouped by group name to easily review the users assigned to each group.
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Susan Lotreck commented
Absolutely essential! Drilling down in CSUITE permissions is time consuming. Also will need to be able to provide this information to our auditors each year
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Letisha Spencer commented
This would be a very helpful feature for our organization!
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Traci McAdams commented
This would be a helpful feature for our organization.
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Denise Nava commented
This feature would be very helpful for our team.
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Katherine Leung commented
Would love to see this feature!
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Nick Williams commented
This would be very helpful for our audit when the auditors are reviewing system controls.