Permissions report

Use the Permissions report to download reports for users, workgroups, and workrooms.

  1. On the main navigation menu, select Site settings.

  2. Select Reports from the list of options.

  3. Select Permissions.

  4. Select the User tab to view and manage user permissions.

    1. To download a report of user permissions, select Download user report > Download.

    2. To access more user options, select the More options icon for that user and choose the relevant action:

      • Edit profile

      • Permissions

      • Message user

  5. To access workgroup permissions, select the Workgroup tab.

    1. To download a report of workgroup permissions, select Download workgroup report > Download.

    2. Expand a workgroup to display its permissions.

    3. To access more options for a user in a workgroup, select the More options icon for that user and choose the relevant action:

      • Edit profile

      • Permissions

      • Message user

  6. To access workroom permissions, select the Workroom tab.

    1. To download a report of workroom permissions, select Download workroom report > Download.

    2. Expand a workroom to display its permissions.

    3. To access more options for a user in a workroom, select the More options icon for that user and choose the relevant action:

      • Edit profile

      • Permissions

      • Message user

  7. To download all user, workgroup, and workroom permissions in a single report, select Download full report.