Exporting groups and users

Exporting groups and users

While you can look up online the details and settings for a single group or a single user, the Users export provides you with a convenient and cumulative group and user overview to check upon a variety of parameters:
  1. You can either select single or multiple groups, or all to export a list with the selected groups' users and specific group and user parameters
  2. You can choose to export group details with/without group status, and/or user details with/without last name, first name, e-mail address, company name, user status, invitation date, first visit, last visit
  3. In projects with multiple assets (data rooms), i.e.,  Drooms LIFECYCLE projects, you can include, which group and user has or has not access to which asset (data room).
To export the group and user details for a single or a selection of groups and their members, proceed as follows:
  1. Select 'Users' in the navigation menu on the left to access the Users section. A list with user groups will be displayed. You can expand the groups to view the group members.
       
  1. Select one or more groups for exporting the respective users and data, with a right click to open the context menu and select the option 'Export users'. A modal dialog with the two tabs 'Group detail' and 'User details' will open.
       
       
  1. Select the group and user parameters that you are interested in, then click on 'Export'. You will be notified once the Users export file is available for download under 'My Downloads'.
In projects with multiple assets (data rooms), the 'Group details' and 'User details' parameter selections offer an additional option 'Asset access'. If selected, the export file will show, to which of the active data rooms (assets) a group and a user as member of a specific group has general access to, apart from the particular permissions a group has been granted in that data room.

To export the group and user details for all groups and users, proceed as follows:
  1. Select 'Users' in the navigation menu on the left to access the Users section. A list with user groups will be displayed. You can expand the groups to view the group members.
  1. Either select all groups using the context menu as described above, or click onto the special 'Export user/group details' export button in the Users section's top tool bar.
  1. The modal dialog for selecting the desired group and user parameters already described above will open. Select the parameters you are interested in, then click on 'Export'. You will be notified once the export file is available for download under 'My Downloads'.

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