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ProPricer Ideas Portal
Status Future consideration
Created by Guest
Created on Feb 25, 2026

Export Product Roles to Excel

Feature Request: Export Product Roles to Excel

Summary:
Enable users to export all role assignments for each product/workspace to an Excel file so that access configurations can be easily reviewed, shared, and reported on outside the system.

Problem Statement:
Currently, reviewing role access for a product requires navigating within the application and inspecting permissions in-place. This is inefficient for larger teams or audits, makes it difficult to see all role assignments in one view, and limits the ability to perform ad hoc analysis or share access details with stakeholders who do not have direct system access.

Proposed Solution:
Provide an “Export roles to Excel” action at the product/workspace level that generates a structured spreadsheet of role assignments.
Include key columns such as product/workspace name, user name, email, role, and any relevant access-level or group information.
Allow the export to reflect the current access state (e.g., active users only) and support basic filtering options (such as by role or team) before export if feasible.
Generate the file in a standard Excel-compatible format (e.g., .xlsx) suitable for sorting, filtering, and reporting in external tools.

Benefits:
Makes role access significantly easier to review for audits, compliance checks, and security reviews.
Enables teams to build custom reports and analyses on access patterns using familiar spreadsheet tools.
Improves transparency by allowing role configurations to be shared with stakeholders who do not have direct access to the system.
Reduces manual effort and potential errors from copying role information out of the application by hand.

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