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How can I get a matrix of role permissions?  



I would like a matrix of role permissions in a document like an excel or word.  

1 Answer

If you login as a VC Admin, you should be able to reach a menu (normally in Tools) called Instance Docs.

From here, there is an option called UI Menu Summary.  This will print out a matrix of each role type and what menus it has available.


Ideally we should have a similar exportable summary for action/state permissions as well, but I don't believe any such feature exists today.  It is somewhat present in the Model Docs, but not in a very digestible form.  It would be a good future enhancement to provide this in excel.


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