On occasion, it might be helpful to see a list of your current users on Engage and what Roles have been assigned to them. Within Security Settings, there is a pre-configured report that will create a list of the user contact and security role information.
First, we will navigate to Users in the Security Settings Menu by going to Settings > Advanced Settings > Security > Users.
Next, we will run the report with the needed information: Run Report > User Summary
Things to note:
- You can run this report on all users or just the records on the current page.
- This can be run on any list view you have set up.
- The report will produce in another window. If you have pop-blockers on, this may affect your ability to view the report.
- The report can be exported to many formats including Excel, Word, Powerpoint, PDF, etc.
- You can add filters to the report within the new window as needed.