Skip to main content

How do I use the Employee Permissions report?

Become an expert in the Employee Permissions report!

Written by Helen Kang
Updated over 10 months ago

The Employee Permissions report surfaces the configured permissions for all employees.

This report is useful for:

  • Viewing which roles are assigned to each employee.

  • Determining which employees have "All Location" access.

  • Determining which employees have regional access.

  • Determining why an employee can't edit items associated with a location they do not have permissions.

  • Determining which employees do not have roles assigned.


Pulling Up the Report

  1. Navigate to Reports from the left menu > Operations > Employee Permissions > View.

  2. Apply any additional filters.

    • Filter options:

      • Locations

      • Roles

  3. Click Generate Report and, if necessary, Export the report.


Understanding the Report

The Employee Permissions report includes 12 data fields:

  1. Employee ID: The ID generated by the system

  2. Full Name: Employee's first and last name.

  3. Active:

    • True: Active employee

    • False: Inactive employee

  4. Employee Email: Employee's email.

  5. Roles: Roles configured in the employee's account.

    • A blank means that the employee does not have any roles assigned.

  6. Has "All Location" Access:

    • True: Has all location access

  7. Locations: Locations assigned in the employee's account.

    • A blank means that the employee does not have any locations assigned.

  8. Regions: Regions the employee has access to

Did this answer your question?