--- title: "Generating a Permissions Access Report" slug: "generating-a-permissions-access-report" description: "Run the Permissions Access Report to see which users or roles have a specific permission. Results display in R365 and can be exported to Excel." updated: 2025-08-26T19:48:24Z published: 2025-08-26T19:48:24Z canonical: "docs.restaurant365.com/generating-a-permissions-access-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Generating a Permissions Access Report This article reviews the permissions Access Report on the [Security and Permissions](/doc/docs/security-permissions-overview-security) page. The Permissions Access Report allows users to select one or more permissions and quickly verify which users and user roles have the selected permission(s). This report is helpful for auditing specific access of specific permissions and can be run from the Audit Access tab in [Security & Permissions](/doc/docs/security-permissions-overview-security) page or the user [permission tree](/doc/docs/user-record-permissions-tab). The Permissions Access Report generates a list in R365 that can then be exported as an Excel file if needed. Users & Security Limits Users who have permissions related to user management, including creating and editing user roles, permissions, assigned locations, and report roles, can only edit within their own access level. Learn more about [user editing restrictions and access levels](https://docs.restaurant365.com/docs/manage-access-to-security-and-permissions). --- ## Navigation Both the Audit Access tab and the permission tree can be opened from the [Security and Permissions](/doc/docs/security-permissions-overview-security) page. ### Audit Access Tab Click the [Audit Access tab](/doc/docs/audit-access). Then, click **Permissions Access Report**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8DAFMHSM.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) ### Permissions Tree Click the [User Roles tab](/doc/docs/security-permissions-user-roles). Then, click **Permissions**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XCHHTSCN.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) --- ## Generating a Permissions Access Report ### Audit Access Tab To generate a Permissions Access Report from the Audit Access tab, follow these steps: ****1)** Select the **permissions** to run the report by.** Click the permissions dropdown menu to select the specific permissions to include in the report. Users can select one or multiple permissions. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VJGB3EDO.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) ****2)** Click a **report display** from the display toggle.** Toggle between the following options: - **Users** - Reports a list of users with all selected Permissions and the Role that grants the selected Permissions. - **User Roles** - Reports a List of Roles that grant the selected Permissions and the number of Users with the Role(s). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HLFTHSO2.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) ****3)** Click **Run** to generate the report.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-63SI2QA7.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) ****4)** The report will generate as a list beneath the report parameters.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DL93KDB7.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) > After running the report with one display selection, users can toggle to the opposite display and select **Run**. Once both displays are run, users can toggle between the results of both permissions report displays. > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/01c67da5-6239-48b2-b11c-c97e6025485c.gif?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) To clear the selections and run a new report, click **Clear**. ### Permissions Tree To run a Permissions Access Report from the permissions tree, navigate to the User Roles tab, then follow these steps: ****1)** Select a **user role**.** Click the user role dropdown menu to open the user role selections. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-92QJTL2T.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) ****2)** Click the **arrow(s)** to expand sections of the permission tree.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WLQP104F.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) ****3)** Hover over a permission and click the **new tab** icon.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2024-09-04_13-12-37.gif?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) ****4)** A Permission Access Report will be generated for that permission and opened in a new tab.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KY19AKKM.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) --- ## Report Details ### User Display ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-27UQ9BD8.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) | | Field | Description | | --- | --- | --- | | **1** | User List | Lists all the existing users with all the selected permissions. | | **2** | User Role List | Lists the User Role that the User has that grants the selected Permission. > In a scenario where multiple permissions are selected and a User has all selected Permissions, there may not be a single User Role that grants all selected Permissions. In this case, the value will display as **(No single role)**. This can happen when permissions are being granted by multiple User Roles or granted at the User Level instead of through a User Role. | | **3** | Export | Exports the report to an Excel file. | | **4** | Refresh | Reloads the report results. | | **5** | User Record | Opens the user record. This will open the user record directly to the Permissions tab. | ### User Roles Display ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NP9H52R1.png?sv=2026-02-06&spr=https&st=2026-11-12T00%3A09%3A00Z&se=2026-11-12T01%3A09%3A00Z&sr=c&sp=r&sig=JQPXVgYowuBWgar7SjGBYCi%2FAgAHow%2Bj8BRQ%2Fu4LF%2FQ%3D) | | Field | Description | | --- | --- | --- | | **1** | User Role List | Lists all the user roles that grant the selected permissions. | | **2** | Number List | The number of users in the system with the user role. | | **3** | Export | Exports the report to an Excel file. | | **4** | Refresh | Reloads the report results. | | **5** | User Record | Opens the user list to grant permissions. This will open the Users subtab of the Security & Permissions User Roles tab. | Access rights granted to users or user roles that dictate what actions they can perform within the system. 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