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Instead of adding users manually one at a time, an admin user can now add many users a user (Sys Admin, IT User, and Partner IT User) can add multiple users in one go through bulk import. To do this, a the user needs to use a CSV (comma separated values) file that contains the users' data.

Info
This feature
will
does not work if you have multi-mode authentication enabled
. The user must follow given conventions to upload the .csv file and add them effectively in Adeptia Connect. 

The CSV file must have a following components as shown in the table below:

Following are the allowed usage guidelines for the user list as shown above

First Name
.

Importing bulk users

Steps to add bulk users:

  1. Click Account Users
  2. On the Users screen, click Import Users.

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  3. On the Import Users screen, follow the next set of instructions based on your role type.

    1. If you are a Sys Admin or IT user, 

      1. Select either of the followings:

        • For Company if you want to import Company users.

        • For Partner if you want to import Partner users.

      2. Click Browse, and upload the CSV file containing the users' details.

        For more information on the CSV file format, refer to this section.
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    2. If you are a Partner IT User, 
      1. Click Browse, and upload the CSV file containing the Partner users' details. 
        For more information on the CSV file format, refer to this section.
        Image Added
  4. Click Import
    On the Users screen, Processing notification shows that the users are being added. You can notice the increased count in the Users section on the left side of the screen. You can clickImage Added(refresh) to see the users being added.

    Image Added

    Added users can be seen in Active state on the Users screen. 

    Info
    The added users through bulk upload do not receive any email notification or invitation.


Anchor
As a Company User
As a Company User

Using CSV file for bulk import

If you are a Sys Admin or an IT User, you can import Company users and the Partners users as well.   

The following is a CSV file format with sample data to import Company users. 

Tip
You can use this CSV file format to import Company users (IT User, Business User, Sys Admin, and View Only User) only.


First NameLast NameUser IdEmail IdRole NamePassword
JohnDoejohn_1john.doe@abc.comIT UserJ@hn1234
JaneRoejane1jan.roe@abc.comBusiness UserJ@ne1234
JeanSoejean_1jean.soe@abc.comSys AdminJ@an1234
JamesPauljames1james.paul@abc.comView Only UserJ@mes1234

The following is a CSV file format with sample data to import Partner users. 

Tip
You can use this CSV file format to import Partner users (Partner IT User, Partner Business User, Partner View Only User) only.


First NameLast NameUser IdEmail IdRole NamePasswordPartner's Name
SharonEllisSharon_1sharon.ellis@xyz.comPartner IT User@LLis1234xyz
Robert

Dimick

Robert_1robert.dimick@xyz.comPartner Business UserRob@rt1234xyz
Dwayne

Felch

Dwayne_1dwayne.felch@xyz.comPartner View Only UserDw@yne1234xyz

Anchor
Partner IT
Partner IT

If you are a Partner IT User, you can import only the Partners users. 

Info
A Partner IT User cannot import Partner View Only type of users.

The following is a CSV file format with sample data to import Partner users.

Tip
You can use this CSV file format to import Partner users (Partner IT User and Partner Business User) only.


First NameLast NameUser IdEmail IdRole NamePasswordPartner's Name*
SharonEllisSharon_1sharon.ellis@xyz.comPartner IT User@LLis1234xyz
Robert

Dimick

Robert_1robert.dimick@xyz.comPartner Business UserRob@rt1234xyz

The fields of the CSV file are described in the following table. 

First Name

Enter the first name of the user.

Allowed texts: Alphabet and Alphanumeric.

Last Name

Enter the last name of the user.

Allowed texts: Alphabet and Alphanumeric.

User Id

Enter the User Id of the user.

Alphanumeric, Underscore are allowed and must use only lowercase, e.g. jane1.

Role Name

Mention the user type

, e.g.

, for example, IT User, Business User,

and

Sys Admin

. Note that while uploading bulk users for Partners, you can not add system admin (Sys Admin) user type.Password

, etc.

You can assign multiple custom roles, standard roles, or combination of both to a user. 

Password

Enter a password for the user.

Password length should be a minimum of 8 characters with the combination of one uppercase, one lowercase, one numeric, and one symbol (e.g.:J@hn1234)

Partner Name
*

Enter the name of the Partner to which the Partner user belongs.

Only names of existing partners can be inserted in

csv

the CSV file.

* Partner Name will be applicable only while adding partner users. 
Assigning Custom Role

Assigning multiple roles to a user

You can assign multiple custom roles, standard roles, or combination of both to a user. However, you can assign multiple roles only

when GAC

when GAC is enabled.

For example,

if

for assigning multiple

role

roles to a user, you would

write

write "IT User, ABC" in the Role Name column of the CSV file. Multiple roles should be separated by a comma and in double quotes. The user who is assigned with multiple roles will see all roles in the drop down list while logging in for the first time. There, the user will have to choose one of the assigned roles. 

Steps to add bulk users:

  • Click Account Users
  • On the Users screen, click Import Users.
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    Browse for the csv file and click Import.
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  • After you have clicked Import, system will start adding the users from the uploaded file. 
  • Processing notification shows that the users are being added. You can notice the increased count in the Users section on the left side of the screen. Click refresh to see the users being added.
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    Added users will be automatically in Active status and listed on the Invite Users screen. The added users through bulk upload do not receive any email notification or invitation. 

    Next Step

    Adding a Network

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