You can download a CSV file listing your Staff Users and their permissions for auditing purposes. Follow these steps:
You need Staff Module access with at least View Employees permission to export the file.
1.Sign in to your ComplyFlow account with access to the Staff module.
2. In the top right corner, select the module picker button, then select Staff to open the Staff List.
3. Scroll to the bottom of the page and select the Export Permissions button to download the staff_permissions.csv file.
4. Open the file from your downloads folder to view Staff permissions.
The CSV file will include the following columns:
Staff ID
Name
Email
Permission Scheme
Additional columns represent each action or section, showing the permission level for each Staff User.
The permission levels are:
None – Not Assigned
Site Level – Site-level access (The permission is only relevant for the Sites the User is assigned to)
Org Level – Organisation-level access (i.e. all Sites)
For more information on Permissions please refer to the Staff Permissions Overview