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Exporting a User List

Administrators in Valid8 can export a list of all platform users to an Excel file. Before exporting, a settings filter allows you to choose which user data fields to include in the export. This is useful for auditing user access, reviewing roles, or tracking activity across the platform.

 

Before You Begin

Have the following ready before starting:

  • Administrative privileges in Valid8

Steps

  1. Navigate to the Users tab to view the full list of users in the platform.
  2. Expand the user lists under Customer User and Customer Admin to review all user accounts.
  3. Click the Settings icon on the right-hand side of the screen.
  4. In the Settings filter, select the fields you want to include in the export. Available fields include:
    • Email address
    • Role
    •  First and last name
    •  Enabled or disabled status
    •  Last activity date
  5. Once your selections are made, click the Export button. The user list will download as an Excel file to your computer.

Tips & Common Questions

  • Admin access required. If you do not see the Users tab or Export button, you do not have the necessary administrative privileges. Contact your system administrator.
  • Customize before exporting. Use the Settings filter to include only the columns you need — this keeps the export clean and focused.
  • Last activity is useful for access audits. Including the Last Activity field helps identify inactive users who may need to be disabled or removed.