---
title: "Portfolio Members Export"
description: "How do I get a list of Members in a portfolio with their permission and roles?"
url: https://support.mosaicapp.com/en/articles/614-portfolio-members-export
collection: "Admin Hub - Data Export"
updated: 2026-07-08
language: en
---

# Portfolio Members Export

How do I get a list of Members in a portfolio with their permission and roles?

Exporting **Portfolio Members** provides a comprehensive view of all Members across multiple **Projects** in the **Portfolio**. This export is especially useful for team planning, auditing access permissions, managing resourcing across a Portfolio, and generating reports for leadership or compliance purposes.

[Learn more about Portfolio Space](https://support.mosaicapp.com/en/collections/34-portfolio-space)

## What does it look like?

These are the columns that are available for export:

-   Portfolio: Name of the Portfolio
    
-   Member: Name of the Portfolio Member
    
-   Member Email: Email address of the Portfolio Member
    
-   Member Role: Default role assigned to the Member
    
-   Permission: Portfolio-level permission assigned to the Member.
    

> **Info:** **Portfolio Login** permission indicates that the user is an **External Contractor** or **Project Guest**. These users do not appear in the **Portfolio Member Management** modal—they are only visible within the individual Projects where they have been granted access.

![](https://staticfiles.gleap.io/ghelparticle/zPiGAgjyVbsdFdFkRqhGfrrYURDR3y1XAUqBOTpu8I9PUVnKDKjDRXRKCvAYoMeNXAWFwiOyeaO.png)

## How to export?

1.  Navigate to the **Portfolio** page. To manage Portfolio Members, either click the **three-dot menu** next to the Portfolio name and select **Manage Members**, or click the **Members** button at the top right of the screen.
    
    ![](https://staticfiles.gleap.io/ghelparticle/f1fKh59k2S8ne1BgQjYgC05JFhBkvV3QBmNyAKCXpBnJR4LqHDjZRI4VpqSmHgZTOIQcRWUK4ro.png)
    
2.  Click the **three-dot menu** at the top right next to the Portfolio name. Select **Download**, then choose the preferred file format (**.csv** or **.xlsx**) to export the list of Portfolio Members.
    
    ![](https://staticfiles.gleap.io/ghelparticle/DCzKxPF9ZzJCAVSjsLyZRsfDhGHMgGsdjGD0EjptwdHbCQ39lKtTw1zAr5gfqjG8R1rxSh7rmMp.png)
    
3.  file will be sent to the email address of the current user after it's ready.
    
    ![](https://staticfiles.gleap.io/ghelparticle/KJ41j5GNIFqmkvmG0CZ29tZlDQbdu8wZXuUqPPBPDOniHcR1UsTEWF76pddfhON3fWvjWmKF5aX.png)
    
    You will see the notification icon with a number on the top right when the file is ready to download. Click the icon to go to notifications page.
    
    ![](https://staticfiles.gleap.io/ghelparticle/Xyj7eoO4AFBasQ3f1UvSFacjZezrvrKx6JsUw5admZJPjsmY6CT0CGz2aTKaSSm7NvEF5W1xAgD.png)
    
    On the notifications page, the notification looks like this. Click on the download button to download the file.
    
    ![](https://staticfiles.gleap.io/ghelparticle/9DbkMTesYYbtK3w7NsyE8IsbOPbIKJyaUouWGC4aPTcma35IWXXCCsySKAOFPZECurCRVYjU01D.png)
    
    > **Warning:** The download link in the email will expire after 24 hours. If the export needs to be downloaded after the link is expired, repeat the export process.
    

## Sample Export

[**Download a sample CSV export**](https://samples-csv-export.s3.us-east-1.amazonaws.com/portfolio_member_export_sample.csv)

[**Download a sample XLSX export**](https://samples-csv-export.s3.us-east-1.amazonaws.com/portfolio_member_export_sample.xlsx)

## Recent Updates

### Jun 2025

[Sample](https://samples-csv-export.s3.us-east-1.amazonaws.com/portfolio_member_export_sample.csv)

Including Columns:

-   Portfolio
    
-   Member
    
-   Member Email
    
-   Member Role
    
-   Permission