Difference between revisions of "Create Multiple User Accounts using CSV Upload"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/organizational-data/user-accounts/csv-user-import Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Creating Multiple User Accounts using CSV Upload|link=https://docs.hornbill.com/esp-config/organizational-data/user-accounts/csv-user-import]] | ||
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{{DISPLAYTITLE:'''''How To''''': Create Multiple User Accounts using CSV Upload}} | {{DISPLAYTITLE:'''''How To''''': Create Multiple User Accounts using CSV Upload}} | ||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
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:[[File:checkbox.png|8px|baseline|link=]] Know the User ID format to be used | :[[File:checkbox.png|8px|baseline|link=]] Know the User ID format to be used | ||
:[[File:checkbox.png|8px|baseline|link=]] Are you creating Basic or standard Users | :[[File:checkbox.png|8px|baseline|link=]] Are you creating Basic or standard Users | ||
| − | :[[File:checkbox.png|8px|baseline|link=]] Know the | + | :[[File:checkbox.png|8px|baseline|link=]] Know the mandatory fields to create a user |
:[[File:checkbox.png|8px|baseline|link=]] Know the Roles you need to assign to the Users | :[[File:checkbox.png|8px|baseline|link=]] Know the Roles you need to assign to the Users | ||
:[[File:checkbox.png|8px|baseline|link=]] Password Setup | :[[File:checkbox.png|8px|baseline|link=]] Password Setup | ||
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<blockquote style="background-color: #f2f2f2; border: solid thin #ffdab3;padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px;"> | <blockquote style="background-color: #f2f2f2; border: solid thin #ffdab3;padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px;"> | ||
| − | [[File:Information.png|24px|left|link=|Information]] If you plan on using a third party automation tool to generate the CSV, the case of the field headings is important. The CSV upload function is expecting the field headings in the following order and format: | + | [[File:Information.png|24px|left|link=|Information]] If you plan on using a third party automation tool to generate the CSV, the letter case of the field headings is important. The CSV upload function is expecting the field headings in the following order and format: |
'''userId, name, password, firstName, lastName, jobTitle, phone, email, mobile, role, userType'''. If the headings are in any other form, out of sequence, or missing, the Upload will be unsuccessful. | '''userId, name, password, firstName, lastName, jobTitle, phone, email, mobile, role, userType'''. If the headings are in any other form, out of sequence, or missing, the Upload will be unsuccessful. | ||
</blockquote> | </blockquote> | ||
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[[File:User Upload Success.PNG|1000px|center|Example of a prepared CSV Template]] | [[File:User Upload Success.PNG|1000px|center|Example of a prepared CSV Template]] | ||
<br> | <br> | ||
| + | --> | ||
| + | [[Category:HDOC]] | ||
Latest revision as of 22:17, 15 April 2024
This document can now be found at its new location in the Hornbill Document Library.
