Exporting a List of Users in a Project or Site

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Firmex data rooms allow Project and Site Administrators to export Excel reports of all the users in their data rooms or site.

For Project Administrators to export the User list for a Project:

  1. In your project, click the Groups & Users tab.
  2. On the left pane, under VIEW, click All Users.


     
  3. Select the Export button at the top of the user list


     

  4. Download the report to your computer

 

For Site Administrators to export the User list for the entire site:

  1. From the top-left corner of your screen, click the company logo or Firmex logo to access the Project list.
  2. In the top-right corner, click the Users tab.Select Users From Site Level Screenshot 1 Annotated.png
     
  3. Beside the ‘Filter Results’ box on the left, there’s an Excel icon. Export Users Site Level.png
     
  4. Click Export to Excel and your Site User report will be downloaded
     

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