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      Export User Roles Report

      Contents

      • Overview
      • Pre-conditions
      • Supplementary Information
      • Notes

      Overview

      The User Roles Report shows all users, groups and system roles. It also contains the inventory of documents for each user in the capacity of Document Owner, Editor and Reviewer.

      The report can be downloaded in XSLX format and it will contain the following information for each document:

      • User ID;
      • External User ID;
      • First Name;
      • Last Name;
      • Email;
      • Status;
      • System Roles;
      • User Groups;
      • Document Owner;
      • Document Editor;
      • Document Reviewer.

      Pre-conditions

      • System Level Permission: 'Report Viewer', 'System Administration'.

      Supplementary Information

      Custom Report

      You can submit a request to Support to have a custom report configured for your platform with specified filters, columns, and permissions needed to view the report.

      Notes

      • Only the first 365 documents for each user and role are shown in the report.