Importing users

If new user profile must be created based on their existing users, you can upload a CSV file that contains the users list and create a new user profile for each record in the CSV file.

You can import users manually or by running a script that triggers import users. The script passes the complete file path and file name of the CSV file that contains the list of users. The existing user profiles will be used as the template for the new users that will be created. This template will be the basis for the role, work method, management rights, expiration date, additional information, and the access to versions of the new user.

The user list in the CSV file must contain specific headers that will be used to determine the information for each user to be imported.

Column headers Description
User Name or Login Name The value under this header will be used as the User and Login Name information of the new profile created.

The User Name, which will be used as the Login Name, must be unique. It should not be used by any existing user profiles and should not be located more than once in the CSV file.

FirstName or Template The value under this header will be used to find the user template that will be the basis of the user to be imported. The first profile that has the same user as the FirstName value will be used as the template for that record.

The FirstName, which will be used to find the user template, should match the User information of at least one user profile in DMP.

LastName or Password The value under this header will be used as the password of the new user created. If the value is not provided, the User Name value will be used as the password.
EmailID or Email The value under this header will be used as the Account information of the new profile created. This column is optional. The CSV file is still valid as long as the record has headers A to C.
Note: The headers will be matched regardless of their capitalization, providing they match the exact characters of the headers listed above.