To view which users have access to certain features in Eduphoria applications, you can run a Role Report, a Right Report, or a Custom Role Report. Download a spreadsheet by application to review who has roles, rights, and custom roles assigned to them.
Running roles, rights, and custom role reports at the start of school will help ensure the correct staff has the appropriate access. If a staff member changes campuses, remember to update the locations assigned to their specific roles and rights. For example, if an appraiser moves to a different campus, change their appraisal role campus in the user's Role settings.
Step 1: In Management, click Manage Users from the Organization tab.
Step 2: Under User Options, choose from the following actions depending on need:
- Print Role Report
- Print Right Report
- Print Custom Role Report
Step 3: Select Print Role Report to download a CSV file showing a list of roles by application.
Step 4: Select Print Right Report to download a CSV file showing a list of rights by application.
Step 5: Select Print Custom Role Report to download an XLS file showing a list of users assigned custom roles at which campuses.