As a Loopio Administrator, you can export all of your Users and their Roles and Permissions to a single Excel file.
To export Users:
- Click Admin in the top navigation
- Select User Management
- Apply any desired filters
- Click Export in the top right corner
When the export is ready, the file will automatically be downloaded to your computer
Tips: Depending on the size of the file, it may take a minute or two.
- Pressing Cancel will cancel the export
- Clicking the X on the pop-up does not terminate the export process; in order to do so, please press Cancel instead
The exported User list will contain the following columns:
- User ID (a numerical unique ID)
- Name (first and last)
- Email Address
- User Type
- Created Date (UTC)
- Last Login (UTC)
- Status (enabled, disabled, or pending)
- Created By
- Created Via
- Last Updated Date (UTC)
- Last Updated By
- Role Name (the name given to the Role in Loopio)
- Role Type
- A column for each of the permissions available in Loopio
- Loopio Team(s) the User is a part of