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Adaptive Planning
Last Updated: 2023-09-08
Export Users and Permission Sets

Export Users and Permission Sets

Export Users and Attributes

You can export the users list into an Excel file that downloads to your local computer. The file lists all the active users and their attributes including permissions.
  1. Go to
    Administration
     and select
    Users
    .
  2. At the bottom of the page, select
    Export User List
    .

Export Permission Sets

You can export the user permissions into an Excel file that downloads to your local computer. This lists all the permissions for each active permission set.
  1. Got to
    Administration
    and select
    Permission Sets
    .
  2. At the bottom of the page, select
    Export User Permissions.
    .
  3. In the spreadsheet, sort by permission set name to see all the permissions for a set, or sort by permissions to see all the permissions that belong to the same permission set.