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 the data room.

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.
    5b9a1be5-b308-41dd-aef2-739648fe367d.png
  3. Beside the ‘Filter Results’ box on the left, there’s an Excel icon.
    c1f507aa-3d5b-4cc2-bc49-b48390885fef.png

  4. Click Export to Excel and the report will be downloaded in Excel format.

For SITE ADMINISTRATORS to export the User list/ report from the Site level:

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

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