Download the User Roles Report

Steps to Download the User Roles Report:

Step 1: Navigate to User Management → Manage Roles. Click on Download (top-right corner).

Step 2: Choose the format:
CSV → The file will be available in Reports → Administrative Data & Actions.
PDF → The file will be downloaded immediately.

Step 3: If downloaded as CSV, go to Reports → Administrative Data & Actions.

  • Click on the three dots icon to Download or share the file.

Key Considerations & Corner Cases:

  • User Permissions: Users with appropriate admin rights can download role reports.
  • Maker Checker Dependency: If enabled, downloading may require approval.
  • Audit Log: All download activities should be logged for tracking.