Exporting roles
How to export role definitions and permission sets
You can export roles for documentation, audits, or backup purposes.
Exporting the roles list
To get a summary of all roles in your agency:
Navigate to the Roles section.
Click the Export button located at the top of the page.
The system will generate and download a PDF containing the list of roles, including the number of employees assigned and the permissions enabled for each role.
Exporting a single role
For a detailed breakdown of a specific role's permissions:
Navigate to the Roles section.
Click the Role options menu button next to the role's name.
Select Export to PDF.
A detailed PDF will be downloaded, listing every specific permission enabled for that role, and the number of employees assigned to it.