In this article, you will learn how to export all user roles and their permissions in your software. This export helps you document, review, and analyze your role management.
Content
- Overview
- Benefits of Exporting
- Export Requirements
- Export Format: Permission Matrix
- Example of the Export Structure
- Steps to Create the Export
Fast lane
- Go to Resources / Employees / Roles in the menu.
- Click the three-dot menu in the upper right corner.
- Select the Download role overview option.
- Open the downloaded Excel file for your analysis.
Overview
With this feature, you can download an Excel file that lists all user roles and their permissions. This makes it easier for you to get an overview, review, and manage the roles in your software.
Benefits of Exporting
The export provides you with a clear overview of all roles and their permissions. This allows you to easily see which role has which rights. This is especially useful for:
- Documenting your role structure
- Reviewing and adjusting permissions
- Analyzing and optimizing your role management
Export Requirements
The export includes:
- All visible user roles (both system and custom roles)
- All visible permissions for each role
- Data in a format that is easy to analyze and filter
- Support for large amounts of data (e.g., roles with many permissions)
Export Format: Permission Matrix
The export is in the form of a matrix:
- Each row represents a permission (combination of group and type).
- The columns show the roles.
- An "x" marks whether a role has the respective permission.
Example of the Export Structure
The Excel file contains a table with the following columns:
- Main category: e.g., "Analytics", "Calendar and Booking"
- Permission group: e.g., "Analytics_Customer"
- Permission type: e.g., "View", "Create", "Read", "Update", "Delete"
- Roles: Each role has its own column, marked with an "x" if the permission is present.
Steps to Create the Export
- Navigate to Resources / Employees / Roles. in the menu.
- Click the three-dot menu (⋮) in the upper right corner.
- Select the Download role overview option.
- The Excel file will be generated and downloaded automatically.
- Open the file in Excel or another spreadsheet program.
- Use the data for your documentation or analysis