How to extract a list of Members

  • 1 September 2023
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Members with an account type of Workspace admin or higher can extract a CSV that will include a list of all Members within your application. It will include their Name, email, Status, Account Type, License Type and the number of Applications they have access to. 

 

Account Type   To extract the Member list, Members must have an Account Type of Workspace Admin, Security Admin, or be the Primary Owner.

 

Filters can be applied if you want to download Members with a specific criteria, such as Status, Account Type, License type, or only from particular Applications.

  1. From the Workspace home page, click settings within the Sidebar.
  2. From the Members section, click on Member management dropdown.
  3. Click “Export Members information as .CSV

 

 

If you see “Unknown license” this is because the Billing poge is not active, reach out to your Customer Success Manager for more details.

 

The csv will contain the following fields for each Member.

 

Name - Name entered for the Member

Email - email the Member uses to log in with

Status - Pending, Active, or Deactivated depending on if they have been added, accepted their email, or have been deactivated.

Account Type - Shows the Workspace level Account type assigned to the Member

License Type - Shows what license the user is counted as

Application Access - Gives the number of applications a Member is added to


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