Instead of adding users manually one at a time, an admin user can now add many users through bulk import. To do this, a user needs to use a CSV (comma separated values) file that contains the users' data. This feature will 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:
| First Name | Last Name | User Id | Email Id | Role Name | Password | Partner's Name* |
|---|---|---|---|---|---|---|
| John | Doe | john_1 | john.doe@abc.com | IT User | J@hn1234 | Adeptia |
| Jane | Roe | jane1 | jan.roe@abc.com | Business User | J@ne1234 | Adeptia |
| Jean | Soe | jean_1 | jean.soe@abc.com | Sys Admin | J@an1234 | Adeptia |
| James | Paul | james1 | james.paul@abc.com | View Only User | J@mes1234 | Adeptia |
Following are the allowed usage guidelines for the user list as shown above
| First Name | Allowed texts: Alphabet and Alphanumeric |
|---|---|
| Last Name | Allowed texts: Alphabet and Alphanumeric |
| User Id | Alphanumeric, Underscore are allowed and must use only lowercase, e.g. jane1. |
| Role Name | Mention the user type, e.g. 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 | 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* | Only names of existing partners can be inserted in csv file. |
Assigning Custom Role 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 is enabled.
For example, if for assigning multiple role to a user, you would 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.
On the Import Users screen, browse for the csv file and click Import.
- 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.
- 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.