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The Compare & Combine Security Roles Report allows you to compare the rights and restrictions of two (or more) security roles and, if desired, allow you to combine two security roles.
This report is available from the Security Roles Page and should be launched with at least two Security Roles selected.
Note: When the roles are combined, ALL users will have ALL rights and restrictions of BOTH roles. Combine with care!
Tip: Save the report as a PDF before combining roles to keep a record of the combined role.
Inside the Report
Parameters
Role to Combine: Select the role that will be combined into the other security role from a drop down list of the selected security roles. Required.
Role to Keep: Select the role that will be kept from the drop down list of the selected security roles. Required.
Table Name: Optional table name. If a table name is listed, the roles can be combined, but no rights for the identified table will be combined.
Sections
Combine Roles: An actionable link that will combine the selected roles.
Basics: Identifies the number of people with each selected security role, as well as email and text quotas for each role.
Compare Rights & Restrictions: Identifies the level of rights for each selected security role.
User Walkthrough
Select two or more security roles.
Click Reports > Compare & Combine Security Roles.
Select parameters by choosing while role will be kept and which will be combined. Optionally, identify a table where the roles will not be combined.
Click View Report.
Compare security roles.
Save report to PDF, if desired.
Click Combine Roles.
When autocomplete results are available use up and down arrows to review and enter to select.
