The User Access tab gives you an overview of who has access within your organization, which groups each user belongs to, and which clients, roles and admin roles they have. Use it for access reviews and audits, and export the list to Excel.
Note: You need administrator access to the organization to see the User Access tab.
Open the User Access tab
- In the left menu, select Administration.
- In the Organizations list, select the organization you want to review.
- Select the User Access tab.
The list is empty by default. To see results, search in at least one column.
What the list shows
Each row represents an access combination for a user. A user may appear on multiple rows if they belong to several groups, have different roles, or also have an admin role.
| Column | What it shows |
|---|---|
| User | The user's name. |
| The user's email address. | |
| Status | Whether the user's access is active. A selected checkbox means the access is active. In the Excel export, active access shows as Active. |
| Organization | The organization the user has access to. |
| Workflow group | The workflow group the user belongs to, if any. Workflow groups are used to assign users in workflows. |
| Group | The user group that gives the user this access. A group is a set of users assigned roles at the organization or client level. Users added to the group get the group's role access. |
| Client | The client the user has access to. |
| Role | The role the user has for that client, such as Approver or Controller. |
| Admin role | The administrative role assigned to the user, such as Administrator. Each admin role is shown on a separate row. |
Get a full access list for an organization
To see every user, group, client and role in an organization, search on the organization only.
- In the search box under Organization, enter the organization name. Leave the other search boxes empty.
- At the bottom of the list, select how many rows to show per page (5, 10 or 20), and use the page numbers to move between pages.
Search for specific users, groups or roles
To review a specific user, group, client or role, search in that column instead, or in several columns at once. For example, search for your organization's name in the Organization column and Approver in the Role column to see the users who have the Approver role in that organization. When you search in several columns, the list shows only rows that match all of them.
Group users by column
Drag a column header, such as Role, into the bar above the table to group users by that column, for example all approvers together. Drag another column, such as Client, next to it to add a second level. Click a group heading’s arrow to collapse or expand it, and drag a column back into the table to remove the grouping.
Note: Grouping only changes the view and resets when you reload the page.
Export the list to Excel
- Search the list as described above.
- Click XLS Export.
An Excel file (.xlsx) downloads to your computer.
The file contains every row that matches your search, not only the rows on the current page. It has the same columns as the list.
Tip: To export all access rows for an organization, search on Organization only before you export.
Note: If a group is set to Inherit by all clients, its users get the group's roles for every client in the organization. These roles don't currently appear in this list or in the export.
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