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Export Users

Export your FieldEdge team members to a CSV file

The Export Users tool lets you download a CSV file of your FieldEdge team members. This is useful for auditing team access, record keeping, or sharing team information.

Accessing Export Users

Find the Export Users tool in the Tools section of FieldEdge HQ.

Exporting

To export your users:

  1. Navigate to Tools in the HQ Dashboard sidebar

  2. Select Export Users

  3. Choose which user types to include in the export:

    • Campaign Managers β€” users with HQ Dashboard access

    • Default Users β€” NationBuilder login users

    • Accountless Users β€” users without a NationBuilder account

  4. Click Export to generate and download the CSV file

What's Included

The CSV export includes the following fields for each user:

Field
Description

Name

The user's full name

Email

Email address (for Campaign Managers and Default Users)

Phone

Phone number (for Accountless Users)

User Type

Campaign Manager, Default, or Accountless

Last Seen

The date the user last accessed FieldEdge

The export reflects the current state of your team at the time of download. For historical access logs, see the View Access Log feature in Team Management.

Team Management

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