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Process Permissions Reports

The Process Permissions Report lists all groups in your organization and the process permission assignments configured for them.

To view the Process Permissions Report
  1. In the Admin window, go to Users: Groups. The Groups page opens.

  2. Click the Actions button, and then select one of the following options:

    Groups_Manager_Groups_List_Permissions_Button.png

    • Process Permissions Report - View to open the report in a new window. Opening the report in a new window allows you to print it as a PDF.

    • Process Permissions Report - Export CSV, to export it to a CSV (comma-separated value) file.

Process Permissions Boards Reports

The Process Permissions Boards Report provides details about the process permissions that are currently in use, which can aid you in making appropriate decisions about board and view maintenance. The report lists the board name and the process permission group associated with each. You can generate a PDF file or a Microsoft Excel® spreadsheet.

To view the Process Permissions Boards report
  1. In the Admin window, go to Users: Groups. The Groups page opens.

  2. Click the Actions button, and then select Manage Process Permissions.

    Groups_Manager_Groups_List_Permissions_Button.png

  3. On the Process Permissions page, click the Actions button, and then click one of the following options:

    Groups_Manager_Process_Permissions_Board_Report.png

    • Process Permissions Board Report - View to open the report in a new window. Opening the report in a new window allows you to print it as a PDF.

    • Process Permissions Boards Report - Export CSV to export it to a CSV (comma-separated value) file.

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