This article explains how to view, search, and manage users in the platform, including editing user details, filtering the user list, and exporting it to Excel.
View users
- Switch between active users and all users (incl. deactivated)
- Click a user to view:
• Name and email
• Assigned role
• Group access (if using company structure)
Edit a User
- Click the More options icon (three dots) in the top-right corner of the user page
- You can then:
- Change the user's name or email.
- Update the user role (Admin, User, or a custom role via Role Management).
- Assign or remove a business area.
- Manage group or company access.
Tip: Users can exist without a business area — only assign it if you want them to be responsible for grouped data.
Filtering, Columns and Views
The users overview has the same filtering and column display options available elsewhere in the platform. You can also see, and filter by, when each user account was created, using the Created column.
Export the User List
You can export your entire user list to Excel (.xlsx) in one go. The export respects whichever columns and filters you currently have applied, so filter the list down first if you only need part of it.