Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Export Data, users will need View permissions for Settings
Export Data to SiteMax
Exporting data is extracting certain datasets from your SiteMax instance. Exporting can be used as a method of backing up important data or moving data to another application via a CSV import.
1. Simply click on export data and check your email for export data. It may take several minutes to arrive, depending on the file size.
2. Check your email. Open the attached file, unzip and save the CSV file locally on your PC.
