Exporting employees
How to export employee data
You can export employee data for reporting, auditing, or backup purposes.
Exporting the employees list
To get a list of all your employees:
Navigate to the Employees section.
Optionally apply filters if you only want to export a specific group of team members.
Click the Export button located at the top of the page.
The system will generate and download a PDF containing the list of employees matching your criteria.
Exporting an individual profile
You can also generate a detailed report for a single employee, which includes their role configuration and specific permissions.
Navigate to the Employees list.
Click the Employee options menu button for the employee you want to export.
Select Export to PDF.
A PDF containing the employee's profile, contact info, and active permissions will be downloaded.
Security Note
Employee exports contain sensitive information such as usernames and role assignments. Ensure these files are stored securely.