Review and export role permissions

When to use it

Use this guide when you need to review and export role permissions.

Before you start

• Open Role Management from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes

Viewing or downloading this information does not itself change the source records.

You can review the access each role provides and export the filtered role list.

Role permissions determine staff actions. Editing replaces the selected permission set. Removing a role detaches its users and permissions; its row may remain visible.

Steps

1. Open Role Management and use Search roles or permissions or the Module filter.
2. Review the role’s permissions and the modules they cover.
3. Select Export CSV if you need a copy of the filtered results.

Restrictions

You need access to Role Management. Reviewing or exporting does not change permissions.

Troubleshooting

What you see	What to do
The role or permission is missing from the view	Check Search roles or permissions and Module, remove unintended selections and reload. Inspect the saved role before concluding its access was removed.
Permissions appear wrong	Compare the full saved set with approved access and ask an authorised administrator to follow Change an access role. Refresh afterward; a filtered view or export does not itself change staff access.
An outdated permission CSV was shared	Check the current role/module scope before Export CSV, verify included permissions and replace the earlier copy. Tell reviewers which version reflects the saved access.

Related guides

• Module overview
• Create an access role
• Change an access role
• Remove a role from staff access