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

Go to Company > Admin > History and reports section > Roles permissions report.
Set a start and end date.
Enter a role name.
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

Subscription	Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Roles permissions report: Run
Configuration	Role-based