Exporting User Details

This article is for:

  • Organization User Admins

Basics of Exporting Details

You can export a .csv file of all active users in your organization. This is helpful when you need to review user details in bulk, such as roles, or get a file to use for SAML User Mapping. By default, exports include the following fields:

  • Username
  • Last Name
  • First Name
  • Email
  • SAML ID
  • Last Login
  • Organization License
  • Organization Roles
  • Workspaces

If needed, you can choose to include additional details about workspaces roles for users. When you check to include workspace roles, you’ll see a listing of roles along the top and what workspaces a user has that role. For example, looking in the column for Workspace Admin you’ll see all workspaces where that user has that role.

User Details Report

To learn more about what each workspace role can do, see Workspace Roles.

Exporting User Details

To export details for users in your organization:

1
Click your name in the bottom and select Organization Admin.
2
Click People. Select People
3
Click Export. Select Export Activites
4
Click Export .csv. Optionally, you can choose to include workspace role fields if needed. Select Export .csv
5
When your export is ready, click Download. Download Export