Users by reviewer

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This document provides information about the Users by reviewer report screen, which lists the reviewers of each user and where each assignment comes from. It also lists the users who have no reviewer, so you can check reviewer coverage before you start a campaign. It is the only report that lists the reviewers of all users. For how reviewers work, see Reviewers and global approvers.

Path to access

  1. On Segura™, in the navigation bar, hover over the Products menu and select Settings.
  2. In the side menu, select Access control > Users review and certification > Users by reviewer.

You can also open the same report from Reports > Review and certification > Users by reviewer.

Filters and export

You can sort the report by any column. The side filter shows Name, Reviewer, and Assignment type. To filter by Code, Username, User group, or Status, click More. For example, filter Assignment type by None to list only the users who have no reviewer, or filter by Reviewer to see how many users one reviewer has.

You can export the report to CSV. The file includes all columns, with the same headers as the screen, and only the rows that match the filters you applied, including the None rows. The last line of the file shows the total number of records. Exporting requires permission to edit user settings, so a System Auditor can view the report but cannot export it.

Report fields

Column Description
Code User's identification code in Segura™.
Name User's name.
Username User's username.
Reviewer Name of the reviewer in this row. A reviewer who is no longer active shows (Disabled) after the name. Empty when Assignment type is None.
Assignment type Where the reviewer in this row comes from: Direct, Group, or None.
User group Name of the user group that gives the reviewer. Empty when Assignment type is Direct or None.

Assignment types

Value Meaning
Direct The reviewer is set in the Reviewer field of the user's record.
Group The reviewer is set in the Reviewer field of a user group the user belongs to. The User group column shows which group.
None The user has no direct reviewer and no group reviewer. The global approver reviews this user.

How rows are listed

The report lists one row for each pair of user and reviewer:

  • A user with a direct reviewer and three groups with different reviewers has four rows.
  • A user who belongs to two groups with the same reviewer has two rows, one for each group. In campaigns, that reviewer still counts once.
  • A user with no reviewer has one row, with Assignment type None. A user with at least one reviewer never has a None row.

By default, the report lists active users only. To include inactive users, use the Status filter. Inactive user groups, and memberships in them, do not create rows.

The report is read-only. To change a user's direct reviewer, edit the user in Users. To change a group reviewer, edit the group in User group.

Permissions

To open the report, you need permission to read users. By default, System Auditor and System Administrator users can open it. Exporting to CSV requires permission to edit user settings, so a System Auditor cannot export it. The Access review and certification role, used by reviewers, does not open this report.

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