Excluding users in bulk

Users are objects that generate violations when the extracted data from an ERP application is analyzed against the rules. You can bulk exclude all the users generating violations to reduce the business risks.

To exclude users in a bulk:

  1. Select Design > Business Controls > Bulk Exclusion on the navigation bar.
  2. Click Add, in the Exclusions section, to exclude objects.
  3. Select Users from the drop-down menu.
  4. Select the appropriate option to add users as exclusions. Possible values:
    • Browse

      Click the Look up option in the Value field to select the users to be excluded.

    • Import (.csv)
      Select a CSV file that includes all the user names to be excluded. Click Add. All the users imported from the CSV file are displayed in separate rows in the table. The CSV file must have:
      • Users listed in separate rows.
      • The expiry date of all the users at the end of each row. The expiry date for the users must be in the mm/dd/yy format.
        User Name Expiry Date
        John Smith 12/19/2019
        Harry William 12/20/2018
        Claira Jones 12/21/2018
      Note: Invalid users uploaded through the CSV file, are not displayed in the Excluded Objects list.
  5. Click Add. The selected user names are displayed at the bottom of the Bulk Exclusion page.
  6. Click the Valid Through date to select a different expiry date from the calendar or retain as Never Expires. Select the Apply to All check box to set the same expiry date for all the excluded users.