See who has which permission

The Access overview page shows who has which permission, and where. Each row shows one permission of one user at one place, and the roles that give the permission. You need the permission View users to open the page.

You see the same users and roles as on the Users page. A company administrator sees only the users and the roles at their companies and branches.

Read the table

• User: the name and the sign-in name. An invited user has the mark Invited. The user gets the permissions when they accept the invitation.
• Place: the whole workspace, a company, or a branch of a company. A permission at the workspace applies to all companies and branches. A permission at a company applies to the company and all its branches.
• Permission: the name and the code of the permission.
• Records: Own records only or Assigned records only when the role limits the records.
• Roles: the roles that give the permission at this place.

A user without a role has one row with No role.

Find who can do a task at a place

1. Select Access overview.
2. In Permission, select the permission. To make the list shorter, select a Module first.
3. In Place, select the company or the branch.

The table shows each user who has the permission at this place. It also shows the users who have the permission at the workspace, or at the company above the branch.

See the permissions of one user

1. In User, select the user.
2. To see the details of the user, select the name of the user.

Export the table to a CSV file

You need the permission Export the access overview. You cannot export during a support session.

1. Set the filters. The file contains the rows of the filters.
2. Select Export to CSV.
3. If the Confirm it is you dialog opens, type your Password (and your code). Select Confirm.
4. When the file is ready, you get a notice. Select the notice to download the file.

The file contains only the rows at the places where you have the export permission. The file is available for 24 hours, and only to you. The security log records each export. You can export 20 files in one hour.