How do I export my team member list in Protiv? 📤

This article provides a step-by-step guide on how to export your team member list from Protiv, allowing you to easily share or analyze your team's information.

Exporting your team member list from Protiv is a simple process. Here's how to do it:

  1. Go to the Team Page: Click on the "Team" tab on the left side of your Protiv dashboard. 👥

  2. Click the Page Actions Button: In the upper right corner of the Team page, you'll see three dots (...). Click on this button.

  3. Select "Export": A dropdown menu will appear. Click on "Export."

  4. Choose Your Export Options:

    • File Format: Select either CSV or Excel format.
    • Columns: Choose which columns of data you want to include in your export.
  5. Export Your List: Click the "Export" button to download your team member list.


💪🏼 Pro Tip:
You can use the filter options on the Team page to export a specific subset of your team members. For example, you could filter by role or status before exporting.