1. Login to TeamConnect.
2. Select the "Security Rights Audit" option from the "All" menu in the Top Navigation bar.

3. Click on Group vs Object permissions hyperlink.

Note: Users can go back to the previous page incase if some groups are missed to select by using the Back button. Also, users can cancel anytime in this stage by clicking on the Cancel button.

4. Under the “Select Group(s)” window, the users can run reports for “All groups” or “Selected groups”.

Note: Time taken to generate the report depends upon the number of groups selected.

5. Click on the “Selected groups” radio button. The interactive grid will be loaded and displayed once the user clicks on the “selection” radio button only.

Note: The user has to wait until the interactive grid loads with the data depending on the number of “Groups”.

6. Select the required groups through the checkbox.

Note:

• The user has to wait until the interactive grid loads with the data depending on the number of “Groups”.”.
• A warning message is displayed as "Depending on number of users in your System, Page might take longer to load and process."

7. To select all groups, select the “All groups” radio button.

8. Now, click the “Next” button to open the “Select Object(s)” window.

9. Similarly, under the “Select Object(s)” window, the users can run reports for “All objects” or “Selected objects”
10. Click on the “Selected objects” radio button. The interactive grid will be loaded and displayed once the user clicks on the “selection” radio button only.

Note: The user has to wait until the interactive grid loads with the data depending on the number of “Objects”.

11. Select the required objects through the checkbox.
12. To select all objects, select the “All objects” radio button.

13. Click the “Next” button to open the “Generate Report” window and click the “Finish” button.

Note: A warning message appears in the “Generate Report” window, which explains that, “ Depending upon the type of report and amount of data being exported, it could take minutes to hours to complete the exporting, we recommend you to export the report in non-active hours.

14. Once the  “Finish” button is clicked, a warning message is displayed saying, “Groups vs Object Permission report generation is in progress”.

Note:

• Report generation-triggered notifications will not appear for a few reports that take very little time to generate, as report generation is quick and directly displays report-generated information.
• Users can refer to the “Latest Report Info” block to check the report generated status information.
• Only once the “Export Status” is “Successful”, users can click on the report name to directly download the report.

Important: To stop the generation of reports, click on the “Stop Report Generation” button.

• A Confirmation modal pop-up will be opened with the options of "Yes" and "No". 
• Click on the Yes button in the confirmation modal pop-up.
• The on-going report generation process will be canceled and a notification will be displayed stating : "Report generation has been canceled. Please check the logs for more information".
• The Export Status field from Latest Report info will display the status as: "Canceled. Please check the logs for more information".

15. Now, from the global navigation bar, navigate to Document > Top Level > Security Rights Audit Reports to find the generated report.

16. Click on the hyperlink of the report to download in ZIP format to your local system.

17. Once downloaded, extract the zip file, and a list of CSV files will be displayed based on the number of objects selected including parent-child objects.

18. You will find the below content in the CSV file:

• The Report will have side by side comparison of access rights for groups across objects.
• Cells will be highlighted with an “X” mark if the group has that right.
• The report will clearly identify objects that have rights across which groups access, and what type of CRUD permissions they have (for example: read, write, etc).
• The report will also have a column for All rights.

19. Similarly, you can generate reports on read and write access only to groups and various objects like: Account, Documents, Expense, Appointment, Contact, History, Invoice, Task, custom object.