The User Roles Report provides a comprehensive list of users and their associated roles within MAXMONEY. This report is helpful for understanding user permissions and access levels.

Accessing the Report

MAXMONEY:

• Navigate to Reporting > Administration > User Roles Report.

Report Filters

• Note: There are currently no filters available for the User Roles Report.

Output Options

• Spreadsheet: The generated report can be exported in a spreadsheet format (Excel or Open Office) for further analysis and customization.
• Email: The report can be emailed to specific users. Ensure that the necessary email address setups are configured.

Report Columns

The report is sorted alphabetically by user name and then by role name. It includes the following columns:

• User Name: The name of the user.
• Enabled: Indicates whether the user is currently enabled.
• Title: The title or designation of the user.
• Initials: The initials of the user.
• First Name: The first name of the user.
• Full Names: The full name of the user.
• Surname: The surname of the user.
• Accountant: Indicates whether the user role is linked to the Accountant role.
• Branch Manager: Indicates whether the user role is linked to the Branch Manager role.
• Consultant: Indicates whether the user role is linked to the Consultant role.
• Director: Indicates whether the user role is linked to the Director role.

Additional Features

• Back to Administration Reports List: Returns the user to the previous page to access other administration reports.
• Email Report: Sends the generated report to the specified email addresses.