Reporting on User Type and Access Type

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You can generate a Report that displays the Access Type and/or User Type for the contacts within SmartSimple.

Select the relevant table:

ContactTables.png
  • Contacts: External contacts
  • Users: Internal contacts
  • People: Both


Access Type

In the report builder select the contact fields you wish to display, as well as either the Access Type or Access Type - Name field.


Access Type Access Type - Name
1 Administration or Portal Interface
3 User Centric or Applicant Interface
5 Web Service User
0 No Access


User Type

In the report builder select the contact fields you wish to display, as well as the User Type - Name field.


User Type - Name
Global User Administrator
Local User Administrator
User


Variable

  • User type can also be displayed outside of reporting using the following syntax:

When displayed on the contact record:

@type@

For the current user:

@me.type@

Within a UTA:

@owner.type@ etc.


See Also