Overview: This article will show you how to import users from a CSV file.
This will come in handy if you want to:
- Add Readers, Contributors, or Admins to your account in bulk.
- Assign Readers, Contributors, or Admins to a User Group in bulk.
- Update current user roles (e.g. from Reader to Contributor) in bulk.
Step 1: Fill out CSV file
In order to import users in bulk, you will first need to fill out a CSV file with the users' information.
How you populate the CSV file will depend on whether you are using Single Sign-on or not.
Are you using Single Sign-on?
Download this template and follow the instructions
1. Download this CSV Template
2. Review Columns
The file will have the following values on the first line:
3. Update Fields with Correct Information
Here are some things to be aware of when creating your file:
- Users will be uniquely identified by their email address.
- Put
truein the third column (RemoteUser). - If you want to associate a user with multiple groups then place a comma between each group name and place quotes around all of the group names as a whole. Example:
,Group 1,Group 2, - For the Role column you can use
admin,contributor,reader, orapi_access. - The FirstName and LastName columns are optional.
- When adding users via CSV, they will not show up in the "Pending Invitations" list because their accounts are automatically activated as part of the upload process.
- A user will not be removed from groups they are already assigned to if the group name does not appear in the CSV file.
Download this template and follow the instructions
1. Download CSV Template
2. Update Fields
The file will have the following values on the first line:
The subsequent lines in the CSV file will contain the information for each user you want to import or update. Here are some things to be aware of when creating your file:
- Users will be uniquely identified by their email address.
- If you want to associate a user with multiple groups then place a comma between each group name and place quotes around all of the group names as a whole. Example:
,Group 1,Group 2, - For the Role column you can use
admin,contributor,reader, orapi_access. - The FirstName and LastName columns are optional.
- When adding users via CSV, they will show up in the "Pending Invitations"
- A user will not be removed from groups they are already assigned to if the group name does not appear in the CSV file.
Import the CSV file of your users
1. Navigate to Users
2. Click Import Users
3. Upload a CSV file
If you are uploading new users and you are NOT using SSO, those new users will have to set their password. Checking this box will send them an email so they can set up their username and password.
If they are NOT using SSO, users will not need to set up a username and password.
If you are updating user groups or account type, you do not need to send out an email notification to users. So you can uncheck the Send Email notification box.
