Using the template

Specify this information in these templates:
  • Account Security
  • Accounting Unit Security
  • Company Security
  • Inventory Location Security
  • Requisition Location Security
  • ShipTo Location Security
Key
Specify a number sequence.
GUID

Specify the Birst User ID in the GUID column

Email

Specify the email address of the user, if available

This field is optional.

User ID

This field is optional.

Company, Account, Accounting Unit, Requesting Location, Inventory Location, or Ship To Location

Specify details of the Company, Account, Accounting Unit, Requesting Location, Inventory Location, or Ship To Location for the respective sheet.

For example, for Company security:

Key: 1

GUID: Sample.User@xyz.com

Email: Sample.User@xyz.com

User ID: (optional)

Company: 500

Note: You must not change the template name or column name of the templates.