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How do admins give other Sisu users the ability to export/download transactions?
How do admins give other Sisu users the ability to export/download transactions?

Sometimes spreadsheets can be cool - we give you the ability to leverage your Sisu data into spreadsheets. 😎

Frank Felice avatar
Written by Frank Felice
Updated over a week ago

Sisu users with the "Admin", "TC", and "ISA" roles have the ability to download/export transactions enabled by default. However, Sisu users with the "Agent" role have this permission disabled by default for data ownership and privacy purposes.

If you want to give your users the ability (or remove this ability) to download transactions, the video below provides instructions.

Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.

Once enabled, the user can export whatever transactions are returned from the Filters selection in the Transactions Page and the CSV file will contain the same columns that are shown (from the form that you are viewing fields from on your Transactions Page).

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