Finding Permissions and Permission Roles in ACE
    • 13 Jun 2024
    • 1 Minute to read
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    Finding Permissions and Permission Roles in ACE

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    Article summary

    This guide simplifies navigating ACE's Permission Roles. Learn to export, view, and manage roles and permissions efficiently. Utilize Reports to find specific users, permissions, and roles, ensuring controlled access and a seamless user experience in ACE.

    Permissions Roles:

    To view a list of available Permission Roles:

    1. Go to Setup → Roles → Permissions.

    2. Review the list to identify the permission roles desired.

    3. To export the full list of permission roles, including Role ID, Label, and Description, click on the export icon.

    Image Displays Export Icon in Permission Roles List

     

    Permissions within Permission Roles:

    To view permissions grouped in a Permission Role:

    1. Go to Setup → Roles → Permissions.

    2. To view the permissions in a permission role, select it from the list.

    Image Displays Permissions In Agent Permission Role


     

    Users with Specific Permission Roles:

    To find users with a particular permission role (e.g., "Menu - Accounts"), follow these steps:

    1. Go to Reports →Users → Users Roles.

    2. Use the search bar and input the specific permission role, such as "Menu - Accounts."

    3. The system will generate a list of users possessing the specified permission role.

    Image Displays List of Users with "Menu-Accounts" Permission Role

    Users with Specific Permissions:

    To find users with a particular permission (e.g., "News View"), follow these steps:

    1. Go to Reports → Users → Users Permissions.

    2. Use the search bar and input the specific permission, such as "News View."

    3. The system will generate a list of users possessing the specified permission.

    Image Displays List of Users with "News View" Permission

    Permissions Across Multiple Roles:

    To find permission roles with a particular permission (e.g., "News View"), follow these steps:

    1. Go to Reports → Users → Roles Permission

    2. Use the search bar and input the specific permission, such as "News View".

    3. The system will generate a list of permission roles possessing the specific permission.

    Image Displays the Permission Roles Associated with "News View" Permission


     

     




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