Privileges Overview

The following account-wide reports can be used to review the access control mechanisms configured on your account. Configuring and running these reports follows a procedure similar to the procedure given above. See User Access Log.

Only account administrators and employees with the View account-wide reports role permission can access these reports.

Note:

The following list assumes the Report Management and Editor Interface feature is not enabled. If you have the Report Management and Editor Interface feature enabled on your account and on your Employee Demographic form, go to Report > Management and use the search functionality to find the report template.

• Under Reports > Detail > Account-wide:

  • Roles — to list the employees or the privileges assigned to each role.

  • Approval processes — to review rules associated with each approval process.

  • Filter sets — to review the employees assigned to each filter set, including filter set application overrides.

  • Proxies — to review user proxies configured on your account, including expiration dates.

• Under Reports > Advanced > Account-wide:

  Role privileges — to review the privileges assigned to each role in a matrix format.