User Settings Reporting
The Team Settings reporting purpose is to provide System Admins and Admins the ability to review User access as a whole. The report is critical for compliance purposes and should be reviewed on at least a quarterly basis.
The report can be exported from Admin Settings > Users tab > Export:
The report provides a time-stamped export in Excel OR PDF and shows the details on the User Settings page plus the listing of companies each user has access to when the user was created, by which Admin they were created, and when they were deactivated, if applicable. It also includes their Account Role and Audit Project Role if they have access to any Audit Projects in Compliance Management. The Highest Role column shows the user's top permissions, considering Close Management, Compliance Management, and any entity-specific roles they may hold. There is an example of the report in the below image.