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How can I see who has access to PyraCloud for my entire organization?

To view a list of users who have access to PyraCloud for your organization, click on “Documents>Scheduled Reports” from the main menu as shown below:

Figure 1 – Scheduled Reports

On the Schedule Report page, click on “Create”.

Figure 2 – Creating a Scheduled Report

This will open a small wizard, please select “Users” and “Portal Logins” and click on “Create”.

Figure 3 – Scheduled Report Wizard

You will then see a list of filters relating to frequency you would like this report run and what should be included. Add any filters and then click on “Create”.

Figure 4 – Scheduled Report Filters

Clicking on create will schedule the report for generation. If the report is required straight away, please click on the three dots on the far right which will open up more options and select “Run Report”.

Figure 5 – More options to run report immediately

The report will then run and you will be notified when it is ready to be viewed.

Updated on October 4, 2019

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