Skip to main content

Role Allocation Report

Generate a report that shows the various roles and the linked users, as well as role families and the linked roles.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over 2 months ago

To view the Role Allocation report, you need to be an administrator or have the view report permission.

You will only be able to view the Role Allocation report associated to the company you are in. This means that roles and users associated in your current company will be shown on this report.

Roles, responsibilities, role families, and service roles are visible on the Role Allocation Report.

Select the reports option from the left navigation bar and select the Role Allocation report.

You can search for particular user or role within the list using the filter bar.

You are also able to export the role allocation report to three different file types:

  • PDF

  • Excel

  • CSV

Did this answer your question?