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Download - All Users

Learn how to download all the users from Loyalife dashboard

Steps to Download Users:

Navigate to Access Controls → Manage Team.

  • Click on Download (top-right corner).
  • Choose the desired format:

    • CSV → The file will be available in Reports → Administrative Data & Actions for later access.


  • PDF → The file will be downloaded immediately.

If downloaded as CSV, go to Reports → Administrative Data and click Actions.

Click Download and share as needed.

Please Note: When downloading user data, the system now includes a comprehensive breakdown of the specific permissions assigned to each user based on their role. This is listed under the "Permissions" heading.