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How to export the current User List?

This guide explains how to export user details in ProcureDesk, including filtering for active users.

Updated over a month ago

Prerequisites

  • Admin access to ProcureDesk.

Step-by-Step Instructions

  1. Navigate to Users

    • Log in to your ProcureDesk account and switch to the Admin profile.

    • Go to the Manage User section in the admin panel.

    • Click on Users

  2. Export User Details

    • Click on "Actions" and then select "Export."

  3. Select Export Option

    • Choose to export either "All Users Records" or "Active Users Records."

  4. Download CSV

    • The system will generate and download a CSV file containing the selected user details.


FAQs

  1. How can I differentiate between active and inactive users in the exported file for 'All User Records'?

    • The CSV file will include a column indicating the status of each user. Use this to filter active and inactive users.

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