Exporting users, roles, and permissions
When you have a lot of users and roles, checking who is a member of each role and which permissions and qualifications each user or role has can be quite difficult to do on-screen, so User Administration provides an export facility that writes this information out in spreadsheet form. The spreadsheet is called UsersAndRoles.xlsx and has the same format as the one that you create for importing users: see
Setting up the spreadsheet.
1 In the left tree, select the appropriate customer account. If you are not using customer accounts, select the System account.
2 Select Export from the Files menu.
This displays the Exporting message box while the file is being created, followed by a File Download dialog box which offers you the option of opening the spreadsheet or saving it on your computer.
3 To open the file, click Open; to save the file, click Save and choose where you want to save the file (you may rename it at this point too if you want). The default location and name is:
UsersAndRole<Year><Month><Date><Hour><Minute><Second><randomvalue>.xlsx
4 Click OK.
Notes
Exported files are saved with the .xlsx extension (supported in Excel 2007 and later). To open an .xlsx files in Excel 2003, you must install the appropriate Microsoft Office Service Pack: see the Microsoft article “How to open new file formats in earlier versions of Microsoft Office”: