How to export user records

You can export your user list from the Organisation section in Settings as a spreadsheet, including each person's name, role, teams and product licences.

This is useful any time you need a record of your users outside the platform, for example to audit access or review licence assignments.

How to export users

1. Click the gear icon in the top right to open Settings.
2. Select 'Organisation'.
3. Select 'Users'.
4. Click 'Export' in the toolbar above the user list.
5. In the 'Export Data' window, choose how you want to export:
   • 'Export current view' downloads the current page immediately, up to 20 users.
   • 'Export all records' sends a download link to your email address once the file is ready.
6. Click 'Export'.

What the file contains

'Export all records' gives you the full set of details held on each person: their name, email address, phone number, account, role, teams, manager and product licences, along with their profile details, which are date of birth, employee ID, memorable word, job title, department, employment type, start date, cost centre, country and any custom fields your organisation uses.

Medical information is never included.

'Export current view' gives you the columns showing on screen, so add or remove columns in the list first to change what you get.