Use the Site access and roles tab to review users and groups that have access to the selected SharePoint site, including their roles and permission-related attributes:
- Filter the report by using summary counters.
- Use report-toolbar actions.
- Inspect group membership in a side panel.
Summary insight counters
Select a counter above the grid to apply its associated filter.
| Counter | What it indicates |
|---|---|
| Site admins | Count of users and groups assigned the site-admin role. Selecting this counter filters the grid to Is admin = True. |
| Site owners | Count of users and groups with site-owner permissions. Selecting this counter filters the grid to Is owner = True. |
| Groups with access | Count of SharePoint, security, and Microsoft 365 groups with site access. Selecting this counter filters the grid to Member type = Group. |
| Users with access | Count of individual users with site access. Selecting this counter filters the grid to Member type = User. |
Click on the active counter again to remove its filter and return to the unfiltered report. Each counter applies the filter stated in the table.
Standard report toolbar
The toolbar above the report grid provides the following report actions:
- Columns picker: show, hide, and reorder columns.
- Actions menu: create a custom policy, export report data, save a custom report, send the report by email, or schedule a report.
- Manage panel: opens the standard CoreView Manage panel, where you can run Management Actions and Workflows on selected rows.
Report grid
Default columns
| Column | What it contains |
|---|---|
| Display name | Name of the user or group. Group rows are visually identified, and the group name opens the Group members side panel. The primary site administrator is identified with a Primary badge. |
| Email address. This field is empty for groups without an email address. | |
| User principal name | User principal name (UPN). This field is empty for groups. |
| Member type | User, distribution group, security group, or Microsoft 365 group. |
| Permission level | Owner, Member, Visitor, or a custom SharePoint permission-level name. |
| Is member | True or False. |
| Is owner | True or False. |
| Is admin | True or False. |
Optional columns
You can add more information to the report with the additional columns available from the Columns picker.
Group members side panel
- In the report grid, select a group row and select its name in the Display name column. The Group members side panel opens on the right and lists the group members.
- The panel header displays the group name and includes a Group card button.
- Select Group card to open the CoreView Group card for the selected group in a new browser tab.
- Close the panel to return to the report grid. Closing the panel does not reload the page.
The panel displays the following columns:
- UPN: user principal name of the member.
- Display name: full display name of the member.
- Recipient type: recipient classification, such as User, Group, or Contact.
- Is owner: indicates whether the member is an owner of the group.
- Is guest: indicates whether the member is an external guest user.