View Security for All Users

The View Security for All Users lists every employee with all their permissions.

Quick Search is available for display name, module name, group name, permission description, and security template name.

Save as report, save on report setup

How to use this window

View permissions for a specific employee: Use the Quick Search field to find the employee in this window. Note: You can also use the Current Permissions tab in the User Details window.

Review the users who have been assigned to a specific template to make sure no one is missing or has the template who shouldn't have it.

Export the data: Prepare to export the data by grouping by module, then security template, then permission description. Note: You can export the data to Excel and then sort it, but if you use grouping, the data will be well-organized for an export to a PDF.

View security permissions

1. Select Security, then Manage Users, from the Administration menu. The Manage Users window opens.

2. Select View Security for all Users from the More menu, and that window opens.

3. Sort, group, and / or filter the results to make them more manageable for review. For example,

   • Group by module, then group, then permission to organize all permissions for export. Sample

   • Group by security template, then permission to review employee permissions by template. You could use this grouping to make sure all employees who should have these permissions do have them.  Sample

   • Filter by security template to view the employees with permissions for a single template. Note: You can sort or group the results by display name and scroll through the list to see everyone assigned to the template.  Sample

   • Filter by an employee's display name to review an employee's permissions. Sample

4. Export to Excel or PDF as desired.

Return to Manage Users Overview

Return to Security Overview

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