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How to View a Consolidated List of Users Assigned to a Policy

Original Question or Issue:

 Is there a way in the Admin Portal (or via a report) to view a complete list of all users currently governed by a specific policy, including those inheriting it through assigned groups? 


Environment:

  • Product - FileCloud Server, FileCloud Online 
  • Version - 23.261

     

  • Platform - Windows, Linux, MacOS

Steps to Reproduce:

 


Error or Log Message:

 


Defect or Enhancement Number:

 


Cause:

 


Beginning with FileCloud Version 21.3, FileCloud provides the ability to export the members of a policy, including both directly assigned users and users who inherit the policy through group membership.

 

To export policy members:

  1. In the FileCloud Admin Portal, navigate to Settings > Policies.
  2. Locate the policy you want to review.


  3. Click the Export (right arrow) icon next to the policy.
  4. A CSV file will be generated containing:
    • Users directly assigned to the policy
    • Users who are members of groups assigned to the policy

This exported CSV file provides a consolidated list of users currently under the selected policy.

 

For more information, please refer to the documentation:

Policies | FileCloud Help


Notes: