Did you know that you can quickly see a list of privileged roles based on your Council (Team), a particular Site (Account Record), or by a specific Role Type (such as Coach, Portal Admin, etc.)?
Check out this report:
#! Active Roles by Team, Site, and Type
By default, you'll see all ecConnect Privileged Roles by your Council Team based on the Run Time Filters:
To filter by a particular site (for example, if you want to see all Active Privileged Roles by ABC Childcare), click on the dropdown next to Roles>Accounts>Name>Is Not Empty, and select the particular site you want to see.
You can also filter by Role Type by selecting a single or multiple Role types from the multi-select box next to Roles>Role>Is One Of. Remember that most of these roles do not have special privileges in ecConnect.
ecConnect Privileged Roles are:
Portal Admin - Automatically the Primary Contact as indicated on the Account Record.
Director - Automatically the Director as indicated on the Account Record.
Financial Contact- Automatically the Financial Contact as indicated on the Account Record.
Lead QI Navigator - Automatically the QI Navigator as indicated on the Account Record.
QI Navigator - You can manually add additional QI Navigators for an Account (rare).
Lead Coach - Automatically the Lead Coach as indicated on the Account Record.
Secondary Coach - You can manually add additional coaches as Secondary Coaches for an Account.
You can also visit the Roles index page where you can use filters just like you can on all Sugar modules.
For more tips and tricks on how to Filter check out the Filtering click How to Filter in Sugar article!