HQ Roles List

You can use the HQ Roles List report to see the full setup details of a given role (or all roles) from either a role or member perspective. To access this report, select Headquarters > Reports > HQ Roles List.

From the role perspective the report displays:

  • The role description and its active status
  • Default values for limits and thresholds for each type\sub-type combination defined on the role
  • What modules the role is currently enabled on
  • What members have been associated with the role and their active status
  • If members have any overrides on the role's limits

From the Member perspective the report displays:

  • Each role the member is associated with
  • The role's description and active status
  • What modules the role is currently enabled on
  • What the final limit\threshold values are for each type\sub-type on the role and whether or not those values are default or override values

Report Parameters

Description

Role (Blank for All)

Click the Field Lookup button or press F4 to select role or leave blank for all.

Member (Blank for All)

Click the Field Lookup button or press F4 to select member or leave blank for all.

Order Results by (R)ole or (M)ember

Enter R or M.