Alloy lets you export a CSV containing the agents in your account, including their contact information, account status, last login, and assigned role.
This article will cover the following sections:
Accessing the Agent Export CSV
The following permissions must be enabled on the role to view Agents Settings page and the Export CSV button on the page.
Category | Permission Name |
Settings::Agents | Agent can view Agents settings |
Settings::Agents | Agent can invite new Agents to the Organization |
Instructions
After logging into the Alloy dashboard, use the left-hand navigation menu to click the Settings button.
Next, you can click on the Agents submenu, where you will find the Download CSV button in the upper-right.
Clicking the Download CSV button will generate a .csv file containing all of your Alloy dashboard agents and which Roles have access to each permission.
The downloaded .csv file will feature column: First Name, Last Name, Email, Phone, Agent ID, Enabled, Status, Last Login, and Role. The following image shows an example of the exported CSV: