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Setting Up Your Content Catalyst Subscriber Portal
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Site Authentication & User Registration
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Account & User Management
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Licensing & Access Management
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Organise, Categorise, and Link Content
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Create & Deliver Content and Data
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Operations & Administration support
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Site Extensions & Integrations
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Tracking & Analytics of Subscriber Use
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Sales & Marketing
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Content Discovery
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End-User Actions
Retrieving a List of Users
Understand how to view and export a list of all registered users on your site
You can easily obtain a list of all users on your site. This can be helpful for various reasons but it is specifically important for setting up an integration with Salesforce.
To do this, go to:
1. Admin > Analysis > General
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2. Expand the Select custom filter dropdown menu and select List Accounts and Users.
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3. Select Export to Excel.
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This will trigger a download of the following info for all users on your site:
- Company Name
- Account Name
- Name
- Username
- Phone
- Job Title
- Department
- Country Code
🔔 Please Note: If you are using this to upload information in order to sync with Salesforce you only need to complete the Username field. The rest of the instructions can be found here.