Within Teamwork, you can export users from your site to Microsoft Excel.

Go to the People area of your site and select the People subsection.

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All users and contacts on your site will be listed here.

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Click the options button (three dots) to the top right of the People area and select Export to Excel from the dropdown menu.

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Once the Excel export has been downloaded, you can make updates to a range of user properties such as name, account type, and certain permissions. You can then import the file again via the Import Users or Contacts options to update your users and contacts. 

  • If you are updating both contacts and accounts, sort the Excel file by user type and then import each group separately.

Note: As long as the email address remains the same (unique identifier), the same person will be updated. If you add in a different email address for the user or change their ID, then a new user will be created on your site.

For more information, see: Importing Users and Contacts