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How do I use the Employee Permissions report?

Become an expert in the Employee Permissions report!

Helen Kang avatar
Written by Helen Kang
Updated over a week 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

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