Export Users and User Groups in Access

Enhance your legal entity management by exporting a comprehensive list of users and user groups from Athennian.

Overview

The Export feature allows users to download a list of all active Users and User Groups in the organization's account. This functionality is useful for audits, record-keeping, or sharing information with other departments. The exported list is downloaded as a .xlsx file.

Availability: All customers.

Note: The Access section is only available to Office-Admins and Administrators.

Export a List of Users

1. Navigate to the Access section on the left-hand side of the screen
2. Go to Users and User Groups and click on the Users tab
3. To export a filtered list, click on the Filter dropdown to filter by any Role, Created Date, Archived Date or Status and click Apply
4. Click the Export button in the top right-hand corner of the page
5. A report in .xlsx format will be downloaded to your local device, containing a list of all users including their data

Export a List of User Groups

1. Navigate to the Access section on the left-hand side of the screen
2. Go to Users and User Groups and click on the User Groups tab
3. To export a filtered list, click on the Filter dropdown to filter by any Created Date, Archived Date or Status and click Apply
4. Click the Export button in the top right-hand corner of the page
5. A report in .xlsx format will be downloaded to your local device, containing a list of all user groups including their data

Video Instructions