The Role Management tool allows you to view all client- and project-level roles available and examine which individuals are assigned each role. Click a role's row to view the individuals assigned to it.
Note: Access to this tool and certain features depends on your account roles and privileges.
Role Management tool
To export role management data, use one of the following options:
To export a list of all roles and assigned individuals, select Export Users from the Actions drop-down list on the upper-right corner of the page.
Actions drop-down listTo export a list of individuals assigned to a specific role, select the role, then select Export Users from the Actions drop-down list on the upper-right corner of the page.
Actions drop-down list
You will receive an email when your export is ready for download.