Before you dive into the steps below, here’s the quick why: every now and then it’s worth giving your admin list a spring-clean. Schools change, roles shift, people move on… but sometimes their admin rights don’t. This guide helps you quickly spot who has full control in your system and tidy things up so only the right people keep the keys to the kingdom.
Follow the steps to run the Admin User Audit Report, review each user, and update or remove access as needed. It’s simple, fast, and one of the easiest ways to keep your SmartSuite environment secure.
1. Click -> Reports -> Reports
2. Under Creports created by FSI click Patron
3. Double-click Admin user audit report
4. When the report loads, click Generate at the bottom of the page
All users listed on this report have full administrative rights. Click the 'Pencil' icon on the right of the user to open their patron record. - From here you can either:
Change their user role
or
Deleting the Patron