Staff Roles & User Access Review

If you want to review what roles all of your staff members are set to, you can run a Custom Query called "All Employees by Organization".

This report shows Employee Type (Role) plus other details about the staff member, including all demographic information. You can export this report to Excel / CSV and make labels from this as well to send letters, etc. to your staff.

Then compare the Employee Type value with User Access settings (Configure | User Access) to determine level of access. 

*If you do not have this Custom Query, go to Master Reports and at the bottom, click Browse list of extended to find and subscribe. Or just click preview to run once instead of subscribing to it. 

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