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.

FieldDescription
Accountthe provider agency’s Sandata EVV account number

Report Output

Each column of the report lists:

ColumnsDescription
Rolethe name of the role
Role Descriptiona short description of the role
Createdthe date the role was created
Deletedthe date the role was deleted
User Full Namethe full name of the user assigned the role
User Namethe username/email address of the user assigned the role

Sample Report

Role Membership - Sample

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