Importing users
If you must create a new user profile based on their existing users, you can upload a CSV file that contains the user 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 the import of 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 are used as the template for the new users that are created. This template is the basis for the role, work method, management rights, expiration date, additional information, and access to versions of the new user.
The user list in the CSV file must contain specific headers that are used to determine the information for each user to be imported.
This table shows the description for each column headers:
| Column headers | Description |
|---|---|
| User Name or Login Name | The value under this header is used as the user and log in name information of
the new profile created. You must create a unique user name, which is used to log in. You cannot use a user name that is used by any existing user profiles and is located more than once in the CSV file. |
| FirstName or Template | The value under this header is used to find the user template that is the basis
for the user to be imported. The first profile that has the same user as the
FirstName value is used as the template for that record. The FirstName, which is used to find the user template, must match the user information of at least one user profile in DMP. |
| LastName or Password | The value under this header is used as the password of the new user created. If the value is not provided, the User Name value is used as the password. |
| EmailID or Email | The value under this header is 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. |
You can refer to these examples for the headers:
- Template,User Name,Password,Email
- Temp1,TN4,Sirxx,thomas@some.com
- Temp2,Fred,FP,fred@some.com