This task is for Admin and Account Owner users.
In the User management area, you can export a CSV file listing all user accounts in your Forms & Workflow environment.
Use this list to audit your user accounts and see which users are actively using Forms & Workflow and which roles they have. Understanding this can help you remove unnecessary accounts if you are reaching your user quota.
To export the list go to Admin > Users and select Export to CSV. The file will download to your computer and you can open it with a spreadsheet tool, such as MS Excel.
The export lists all users, regardless of if they are local users or created via SSO. The exported user list contains:
- First name: The first name of the user, set as you created the account locally or externally.
- Last name: The last name of the user, set as you created the account locally or externally
- Email: The email address to log into the account.
- Create date: The date and time the account was created.
- Last login date: The date and time the user last logged in using the account.
- Active: States Yes if the account is active or No if the account has been deactivated.
- Has MFA enabled: States Yes if the user has enabled multi-factor authentication or No if they have not.
- Role columns: Each Forms & Workflow role has its own column that states Yes or No if the user has the role.
- SSO user: If the user account was created via SSO, the external system is listed here. For example, if the account is managed through Azure AD, then this column will list Azure AD. If the account is local, this column will be blank.