Report on users, roles and features
You can generate a report about users, their roles, and the features assigned to each role. This is useful for auditing purposes, to check which users have access to certain features.
This feature is only available from Sage 200 Professional 2025 R2 version onwards.
Report roles and features for all users
Open: System Administration
-
Select Users.
-
Right-click Users and choose All Users Report.
-
Select OK.
-
Browse to where you want to save the text file, enter a file name and select Save.
Report roles and features for a single user
-
Select Users.
-
Right-click the user in the list and choose User Report.
-
Select OK.
-
Browse to where you want to save the text file, enter a file name and select Save.
Report format
The user report is a text file and contains these details:
-
User name.
-
User access to companies.
-
Each role assigned to the user.
-
Role properties set for Receive alerts from messenger and Remote user access only (true or false).
-
Features assigned to each role, listed in alphabetical order.