Add Several Users at Once: Bulk CSV File Upload

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.

Steps for importing a CSV file of your users

TOC | Academy | ScreenSteps

Click Import Users

Users | ScreenSteps

Upload a CSV file

Make sure to uncheck the box next to Send Email notification if you do NOT want to send an email to users after their user account has been created in ScreenSteps.

Notification Center

Download applicable CSV template and follow instructions

The CSV file you download, and the instructions you follow, will depend on whether you are using Single Sign-on to authenticate users to ScreenSteps.

Are you using Single Sign-on?

If using Single Sign-on, download this template and follow the instructions

The file will have the following values on the first line:

FirstName,LastName,RemoteUser,Login,Password,Email,Group,Role

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:

  1. Users will be uniquely identified by their email address.
  2. Put true in the third column.
  3. ScreenSteps will not require a password for the user in this case.
  4. 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,

If you are working with the CSV in Excel, there is no need to add quotes (" ") to separate the groups as it will automatically add those quotes to the file.

If you do add quotes to a group name in Excel, it will create a new group with quotation marks in its name (either before, after, or both).

  1. For the Role column you can use admin, contributor, reader, or api_access
  2. If you are updating an existing user do not include the password.

If NOT using Single Sign-on, download this template and follow the instructions

The file will have the following values on the first line:

FirstName,LastName,RemoteUser,Login,Password,Email,Group,Role

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:

  1. Users will be uniquely identified by their email address.
  2. Leave RemoteUser column blank
  3. Include a password for the user (required)
  4. 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,

If you are working with the CSV in Excel, there is no need to add quotes (" ") to separate the groups as it will automatically add those quotes to the file.

If you do add quotes to a group name in Excel, it will create a new group with quotation marks in its name (either before, after, or both).

  1. For the Role column you can use admin, contributor, reader, or api_access
  2. If you are updating an existing user do not include the password.
Congratulations, you are done!
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