Use the User Report to access a complete list of users in your account, along with their roles and status. From this Report, you can review, filter, and update user information.

 

TABLE OF CONTENTS

• Available Columns & Filters

• Accessing Profiles from your Users Report

• Pulling a List of Active Users in Lytho

 

 

Available Columns & Filters

 
Available Columns
Available Filters
Added By
✔ (Selected By Default)
 
Date
 
People
 
Email Address
✔ (selected by Default)
 
Job Title
 
Last Login
✔ (Selected by Default)
 
Role
✔ (Selected By Default)
Role Type
✔ (Selected By Default)
Specialties
User Created
✔ (Selected By Default)
 
User Id
✔ (Selected By Default)
 
User Status
✔ (Selected By Default)
Role: Custom permission set created by your Lytho Admins within Account Settings.
Role Type: System groupings of Roles based on certain permissions (Admin, Team Member, or Stakeholder).

 

 

Accessing Profiles from your Users Report

You can view and edit profiles by selecting the name of a user from any Users report you create. Select Save when your changes are complete. 

Accessing Profiles from your Users Report

 

 

 

Pulling a List of Active Users in Lytho

If you need to contact all users in your Lytho environment, for example to notify them about system updates, you can easily export a full list of active users.

 

To view and export your user list, go to the Reports panel and select Add Report

 

Select the CUSTOM tab, enter a Report Name, choose Users from the Report Type dropdown, and then click Create Report

Create User report

 

See above for a list of all available filters and columns. 

 

To access all active users, add a Filter for User Status > Active. Recommended columns to include are User Name, Role Type, Role, and Email Address

Adjusting report columns

 

Once your Report is prepared, select Save to Report

 

To export your Report to a CSV file, select the overflow menu in the top right corner, then select Export

overflow menu