Review Roles and Permissions

The permission matrix compares roles across each capability.

Best for: Access reviews and onboarding design · Requires: Manage permissions for all user roles.

1. Open Roles and Permissions.
2. Review the Internal, External, and, when shown, Archived role groups.
3. Search with Search permissions....
4. Expand permission groups and read the customer-facing action labels.
5. Review each role cell:
   • OFF means the action is disabled.
   • ON means it is enabled.
   • ON with a summary means a level-of-access choice limits it.
6. Use Actions → Download as PDF or Download as CSV for an offline review.

Built-in default roles are a starting point. The current matrix is the source of truth for your organization because permissions may have been customized.

Back to Organization Administration Help