Generate a List of Users and User Emails

Generate a List of Users and User Emails

Eproval stores all User Accounts in the system, both those who are active or have been deactivated, which includes information such as their name, email address, role, system activity. You can view or add new user accounts at any time in Eproval.

There may be times when you want to take that list of existing Users and put them into a spreadsheet for other purposes. This topic covers how to create the list in Eproval and then add that information into a spreadsheet, such as in Microsoft Excel or Google Sheets.

Steps

1. Go to Tools > Users.

2. By default, this page displays all Active Users in the system, regardless of their role. You can narrow the list in two ways:

   • Use the Search field to enter text. You could, for example, enter first or last names, or enter extension (such as eproval.com) to only show users that contain the text you entered.

   • Specify the User Roles to display. By default, all Roles are selected. Click the User Roles drop down menu and select or deselect roles as desired. A checkmark beside the role indicates that it's been selected and will be included in the list.

     

3. To include Deactivated users in the list, select the Show Deactivated checkmark. Note that active users will still be included in the list.

4. Use the Show Entries dropdown list to determine how many results will be displayed per page. When you copy the list of users in the next steps, it's helpful to display as many users as possible on a single page. If you have more than 100 users, click the dropdown menu and select either 200 or 500.

   

5. User your cursor to select the entire table, starting at the Header row, and dragging down to include all of the users you want to include.

6. With the selection still active, right-click and select Copy to copy your selection to your clipboard.

   

7. Open a new, blank spreadsheet. You can use any spreadsheet application, such as Microsoft Excel or Google Sheets.

8. Right-click in the top left cell of the spreadsheet and select Paste.

9. Remove and columns or rows that you don't want. Resize the cells and format the pasted text so it displays the way you like and save the file.