Role Membership

 

Description:

This report displays a list of all roles configured for the account and which users are assigned to those roles as of the date the report was run.

Use:

This report is used to audit role assignments to individual users. The report allows users to easily view the current role assignments and determine if changes are needed.

Fields and Columns:

Report Grouping

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Account	the provider agency’s Sandata EVV account number

Report Output

Each column of the report lists:

Columns	Description
Role	the name of the role
Role Description	a short description of the role
Created	the date the role was deleted
Deleted	the date the role was deleted
User Full Name	the full name of the user assigned the role
User Name	the username/email address of the user assigned the role

Sample Report

Role Membership - Sample