Export Users

Exporting existing users can be used to create a spreadsheet containing information from the Users Database. The spreadsheet can be used as the starting point for a new import file.  The biggest advantage is that the correct headers are created. This file is also a handy list of usernames and passwords when running a training session, or kept as a reference to avoid the necessity of accessing the User Database just to find a username or password.  Keep this file/document in a secure location.

Exporting the Users File

Exporting the Users File

Within the Users Database along the left, click on Export Users.  The screen below displays.

Before clicking on the Download button, uncheck any fields that should not be included in the export file.

After clicking on Download browse to where the file should be saved and provide a filename.

After downloading, the data can be viewed in Excel by right clicking on the file and choosing Open With, Excel.

This file can now be edited and re-imported to reflect the changes made.

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