Filter & export users

There are three buttons found at the top of the list: Filter, Export, and Create.

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:

   1. Portal role: Select all, Admin, Contributor, Owner, Reviewer, Custom role.

   2. Status: All, Active, Inactive.

   3. Account types: Select All, Document360 User, SSO User.

Filtering Readers

To narrow down the list of users:

1. Click the Filter button.

2. Use the following parameters to refine your search, then click Apply:

   1. Login status: Both, Logged readers, and Never logged readers.

   2. Last login date: All, 7 days, 30 days, 3 months, 1 year, and Custom date.

   3. Status: All, Active, Inactive.

   4. Account types: Select All, Document360 User, SSO User.

Exporting users

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

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.

NOTE

For more information, read the article on Purchasing add-ons.