Import User Accounts

Last Updated: Version R2510

Prepare the list of user accounts to import. Use the supplied template and ensure you complete all columns indicated.

Ensure you Manage User Groups prior to importing user accounts.

The header file must include the following information in this particular order, separated by commas:

NewRecord,Name,Email,Active,Password,Group,AccessLevel

If any field contains a blank space, it must be enclosed in quotations. As a result, you should always use quotations for the values in the Name, Group, and Access level fields.

Enter values in each column:

  • New Record: Each new record must start with the asterisk symbol *.

  • Name: Enter the first and last name of the user.

  • Email: Email addresses must be properly formatted using the @ symbol.

  • Active: Enter either "True" or "False" only.

  • Password: Enter a temporary value for the password. This password will be overwritten by the user when they use the link provided within the welcome email to setup their account.

  • Group: The specific name of group MUST match an existing group name.

  • Access level: Must match one of the following levels: "Administrator", "Viewer", "Designer", "Operator", "User Management".

Example File

The following shows a small sample of a correctly formatted csv file.

____________________________________

NewRecord,Name,Email,Active,Password,Group,AccessLevel

*,"Amal",amal@company.com,true,$Pword1,"Group1","Operator"

*,"Jessica",jess@company.com,true,$Pword2,"User Managers","User Management"

_____________________________________

Once the file is prepared and the format is verified, follow these instructions to import the user information: 

  1. Choose Settings.

  2. Choose Users.

  3. Click Import Users.

  4. Browse to the location of the prepared file, and click Open.

  5. The file will only import if all records are formatted correctly. Otherwise, you will receive an error message that states "Error: Unexpected error. Please contact your Administrator. "

  6. Upon successful import, the system will automatically generate a welcome email message for the imported users.