Overview

Required Plan

This feature or setting is available to all customers on any Recurly subscription plan.

Definition

The Role Details Report gives you a full list of the roles’ permissions and capabilities within Revenue Recognition. It displays the roles assigned to various users, providing a comprehensive overview of access and functionalities.

Guide

Accessing and configuring the report

To access and configure the Role Details Report:

1. Navigate to the Report:
   • Go to Reports > Audit Reports > Role details report.
2. Run the Report:
   • Click the Run button to generate the report.
3. Download the Report:
   • Click the Download button to save the report locally.

Report columns

• Role Name: Displays the name of the role.
• Menu (feature) name: Shows the menu or feature associated with the role.
• Function Name: Details the specific functions available within the role.
• Access: Indicates the access level or permissions assigned to the role.