Administrators to be able to Save an XLSX file showing each User Roles' dashboards and the views, forms and permissions they are assigned
As an administrator, I would like to generate a spreadsheet to keep track of
1) Each user roles' dashboards.
2) What views, forms and permissions each user role has.
The purpose is to be able to maintain permissions as the database evolves and in case the roles have to be recreated in different environments / sandboxes.
Thank you for reaching out! As it sounds like this feature would be useful for your Organization's processes, this would be a great suggestion for an enhancement to our system. I went ahead and logged a request in your Organization's name with our Product team for them to review and consider implementing this functionality in a future project. I have added your email to that request as well, once this feature is released to the system, you will be notified.
That said, per your request, our Operations team would be able to pull a list of all the users, the Roles and Applications each user is in, and assigned User Groups, if any. If you would like to request this report, a Super Admin in the account would need to email us at email@example.com with the report request, and we will log it with our Operations team.
If you have any additional questions, please do not hesitate to reach out to firstname.lastname@example.org or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.