You can view, search, filter, edit, and export users directly from the Users overview in the platform. This article covers how to access user details, update roles and access settings, filter the user list, and export it as a spreadsheet file (.xlsx).
View users
- Switch between active users and all users (incl. deactivated)
- Click a user to view their profile panel, which shows:
- Name and email
- Assigned role
- Group access (only visible when a company structure is configured)
• 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 profile panel, then select Edit from the menu that appears
- From the edit panel you can:
- 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 as an .xlsx file. The export includes only the columns and filters currently applied, so apply your filters before exporting if you need a subset of users.