Administrative User Setup:

Bulk User Creation thru CSV Import

Use the bulk user import function to create multiple new users who need access to a single site through a CSV file. Only new users will be created during this process. When a file is imported, new users with the specified user name will be created, along with an access list with the specified single site. After a successful user import, the new user should receive an email to set their password and be able to access their single site. Any rows that include existing users will be ignored, allowing the process to be safely rerun multiple times using the same input file.

The following user fields can be specified in the CSV:

• Action: Create – Required
• Username – Required
• First Name – Required
• Last Name – Required
• Display Name – Optional – default to null
• Email (full email address including domain) – Required
• Role (pre-existing) – Required – matches an existing role name (not internal) in roles_v2 (for that domain)
• Persona – Optional – defaults to ‘Not Set’
• All Sites – Required – True/False – default to false
• Sites – Comma separated list of site IDs (can be empty if All Sites is True)
• SSO bypass – Required – True/False – default to false

An example CSV file can be downloaded from the application.

To bulk import users:

1. Prepare a CSV file with the list of new users and the sites they need access
2. Upload the CSV file in the Users page
3. Review the results – a CSV file will be returned with each user labelled with success or error.

The outcome will be displayed, including any potential errors encountered (an example below):

1. CSV file is not in the right format – CSV file does not have the headers as expected
2. User already exists – if a user with the same username already exists, the user will not be modified
3. Site does not exist – if the site for a user does not exist, the user will not be created
   1. Resubmit the CSV file after the site has been created (from Salesforce) in order to retry user creation