---
title: "Filter & export users"
slug: "filter-export-users"
description: "Filter, export, and create user lists easily. Refine searches by role, status, and account type. Upgrade your plan for more users today!"
updated: 2026-06-17T11:00:29Z
published: 2026-06-17T11:00:29Z
canonical: "docs.document360.com/filter-export-users"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter & export users

The **Filter** and **Export** features on the Users page help you manage large user lists efficiently. Use filters to narrow the list by role, status, or account type — then export the filtered results as a CSV for offline record-keeping, access audits, or reporting. There are three buttons found at the top of the list: **Filter**, **Export**, and **Create**.

---

## Why filter and export users

As your project grows, the user list becomes harder to scan manually. Filtering lets you isolate specific subsets — for example, all inactive users, all Contributors, or all SSO accounts — so you can take targeted action without scrolling through the full list. Exporting gives you a snapshot of your current user base that you can share with stakeholders, use for compliance reviews, or retain as a record before making bulk changes such as SSO conversion or deactivation.

---

## Before you begin

- You must have the **Owner** or **Admin** project role, or a custom role with **Manage users** permission.

---

## Filtering users

To narrow down the list of users:

1. Click the **Filter** icon.
2. Use the following parameters to refine your search, then click **Apply**:

| Filter | Options |
|---|---|
| **Portal role** | All, Admin, Contributor, Owner, Reviewer, Custom role |
| **Status** | All, Active, Inactive |
| **Account types** | All, Document360 User, SSO User |

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/filter(2).png" class = "article_image" alt="User management interface displaying filters and user details for account administration." />

---

## Exporting users

Click the **Export** button to download the filtered list of users as a CSV file to your device's local storage.

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/export(2).png" class = "article_image" alt="Overview of user accounts with the Export button highlighted for downloading user list as CSV." />

---

## Best practices

- Apply filters before exporting to keep the CSV focused. Exporting the full unfiltered list on a large project can be difficult to work with in a spreadsheet.
- Use the **Status: Inactive** filter to identify deactivated users before performing bulk deletions or seat management.
- Use the **Account types: SSO User** filter to audit which users are already on SSO before running a conversion.
- Export the user list as a CSV **before** performing irreversible actions such as SSO conversion or bulk deletion. This is the only way to retain a pre-change record of user attribution and roles.

:::(Internal) (Private notes)
**Purchase more users**

If you need more users than your current plan offers, you can buy them as an add-on. The total number of available users and the total number of used users are displayed at the top of the page.

1. Click **Upgrade your plan**. The **Choose your plan and billing cycle** page will appear.
2. Enter the number of users required or use the plus (+) icon and the minus (-) icon to select the number. The total cost is displayed below.
3. Click **Confirm payment**, and an email with the purchase information will be sent.

For more information, see [Purchasing add-ons](/help/docs/add-ons).
:::