Company and Administration

Introducing the Roles permissions report

This idea came from you

Administrators can now view a consolidated snapshot of all permissions assigned to a role in a single, standard report. The new report includes both standard and custom permissions.

The Roles permissions report aggregates all permissions associated with a role at a specific point in time. Administrators can quickly review role access without cross‑referencing multiple sources.

Key benefits

• Unified role permissions view: View standard and custom permissions together in a single report.

• Point‑in‑time access snapshot: See the permissions assigned to a role as they exist when the report is run.

• Simplified role validation: Quickly review and confirm role configurations without manual cross‑checks.

• Flexible review filters: Filter by role or date range to support common access and setup reviews.

How it works

1. Go to Company > Admin > History and reports section > Roles permissions report.

2. Set a start and end date.

3. Enter a role name.

4. Set other report options as needed and select View.

Good to know

• If you do not set a date range, the report displays all permissions for the role.

• If a date range is set without entering a role, the report returns all roles created during that time period.

• This report does not track historical changes to roles or permissions and is not intended to serve as an audit trail.

Permissions and other requirements