4 results found
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Permissions Audit Capability or Report? Permissions definitions?
We have just gone into our second year using CSuite and are ready to take a hard look at Permissions. We are finding we would rather have 'departmental' user groups than just the default distinction between Accounting and Staff that was set up at implementation. We have just been granting specific permissions on the fly, as staff run into tasks they are unable to complete, and would like to re-establish a controlled structure.
We are running into a few hurdles as we try to approach this project, specifically:
1: there aren't any good definitions on WHAT each permission actually does…
39 votesHere 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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Release changes to permissions
It would be extremely helpful if there could be a separate part of the release notes dedicated to the impact of the changes on permissions. As the admin for my org, when new releases come out it is frustrating to our staff that they can't see some of the new things because they don't have the permission for them. As it is right now, I can't know what new permissions are needed until they don't have access.
An example of this is the new dashboards in the sandbox. This is a new permission that had to be given to everyone…
5 votesWe will be adding a separate section on the release notes.
Just FYI, anytime a permission is added it is just to Admin level.
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Notification of Permission Additions/Changes
It would be helpful to know when new permissions have been added in the system, with a very brief description of what that permission is. Existing permissions don't change much but if they do that should be noted as well. An idea might be a special permissions log that shows any changes in the system to permissions, but any notification, such as in release notes, helps.
3 votes -
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.
18 votesHere 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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