Who it's for: Administrators
Platform: Sense HR web app
Available on: All plans
Before you begin, make sure you’ve:
☑️ Logged into the Sense HR web app
☑️ Been assigned administrator permissions
Overview
An Access Roles report helps administrators see who has which permissions across the system, making it easier to audit security, prevent errors, and ensure users only have the access they need.
This article will show administrators how to customise the ‘Profile Information’ report builder to create a report focused on permission groups.
Navigation path
Dashboard > Reports > Profile information
Steps to create a Permission group report
Navigate to Profile Information reports
Open Reports from the left-hand navigation menu.
Select Profile information.
Click Create.
Choose fields for a permission group report
In the People section, select the following field:
• Permission group
View and refine results
Click Next to load your results.
(Optional) Refine your report by adding fields, removing fields, or applying filters.
Save your report
When your report is ready, click Next.
Enter a Report name, (optional) Report description, and an AMI prompt for analysis.
You can either:
• Click Save as draft to save without finalising,
• Click Save to finalise the report
🖊️ Note: Analyse with AMI is available on Elite and Enterprise plans only.
Use your report
After saving, you can:
• Export the report as a CSV
• Create charts to visualise the data
• Analyse with AMI for insights (Elite and Enterprise only)