Download a list of users

As an admin, you can download a CSV spreadsheet of your company’s user list. Let’s see how.

Navigate to "Manage Users" Page

1. Click [ADMIN/SETTINGS] to access the Admin page.

2. Click [MANAGE USERS] from the left hand menu.

Navigate to "Manage Users" Page

Download User List

3. Under "Manage Users", click [DOWNLOAD USER LIST].

4. Change the name of the file if desired, and select a location to save the file on to your computer.

5. Click [SAVE] to download and save the file.

Download User List

Open User List

You may now access the downloaded CSV spreadsheet from the folder where you previously saved it on your computer.

Double-click the file to open it. On Windows computers, the file will be opened in Microsoft Excel. On Macs, it will be opened in the default spreadsheet program. The spreadsheet will list information on each agent such as their name, email, role, office location, permissions, etc.

Open User List