Importing users

From the Users page, you can import users and their associated security roles by clicking the import icon.

Note: To access the Users page, click External Entity Management from the profile icon, and on the External Entities page, locate the tile for the external entity and double-click the Users icon (circle).

The supported file types are .csv and xml. The .csv file must contain a header. The supported variables in the header are:

EmailId: EmailId is required (The EmailId cannot contain spaces. It cannot contain more than 64 characters and cannot contain any of these characters: " \\ [ ] : ; ,< >).
FirstName
LastName
UserName
UserGuid
SecurityRole1
LogicalId1
SecurityRole2
LogicalId2
SecurityRole3
LogicalId3
SecurityRoleN
LogicalIdN

The EmailId field is required in the header row. If the FirstName is provided in the header row, then LastName must be provided as well.

Note: If you want to add security roles or generic properties through this import process, you must use the XML file format. While importing with the CSV file format, security roles or generic properties that do not exist in the system are ignored.

To send an invitation to imported users, you must select the Send Invitation check box.

To update existing users, you must select the Update Existing Users check box.

To deactivate current users who are not in the import file, you must select the Disable users that are not present in the import check box.

After you select the appropriate information and click Import, the import results are displayed in a popup window after the import process is successfully completed. The Download Results link provides the results for each entry in the import file along with its result.

Caution:

A user's email address must be unique. An email address cannot be shared by multiple users.