How it works
If you need to view or update your member list, export a CSV file from Contractor Manager.
You can update the search filters, so the file includes a particular account status, organization, role assigned, location access, or specific keyword.
The exported file contains the following information for each member:
|Organization: Location Permissions same as Organization?
|Primary Email Address
|Status of Account
|Organization: Location Permission
|Permitted On-site From
|Organization: Contact Role Types
|Other Email Address
|Permitted On-site To
If your organization uses custom fields, certifications, inductions, or tokens, this information will also be exported. If the member is connected to multiple organizations, the name, location permission and contact role types will be exported for each organization.
Export your member list
- Go to Tools > Contractor Manager.
- Select Members.
- Click Export Members.
- Click Export All. The file will download to your computer.