Loading Users to the Cloud

<< Click to Display Table of Contents >>

Navigation:  Bizagi Cloud Management > Management console >

Loading Users to the Cloud

applies_enterprise

Overview

Cloud Management Console allows you to upload your users to the Cloud through a CSV file. This is a tool designed to make your life easier when you deploy in production. You can load all of your users with just a CSV file, nothing more is needed!

 

load_main

 

How to load users to the Cloud?

First of all, select the authentication type on the Management Console. By default other authentication types is selected.

 

load_authtype

 

Bizagi offers a template for your CSV file to help you upload your users. To download it click on the Download template button.

 

load_dwnload

 

The columns on your CSV file should be the ones listed below, they depend on the authentication type you selected. Changing the column's order will not affect your upload.

 

Authentication type

Columns

Custom, oAuth or Federated

fullName, userName, contactEmail, domain, enabled, notifByEmail, notifByMessenger, notifByCell

Bizagi

fullName, userName, password, contactEmail, domain, enabled, notifByEmail, notifByMessenger, notifByCell

 

There are two ways to upload your CSV file. One is to drag and drop it into the Management Console's upload panel; the other is clicking the upload panel and selecting your file on the File explorer.

 

load_slct_fl

 

note_pin

To avoid problems with your upload, we strongly recommend the following:

Passwords should not be included when other authentication types is selected.

Ensure your file avoids empty lines.

Make sure the number of columns match those on the header.

 

Bizagi will check if there are duplicates in your file, however make sure your file doesn't duplicate users that have already been loaded.

 

Once your file us uploaded, it is read and processed automatically. You can see the file details, such as: file name, processed lines, read fields, and number of users to load. If no errors are found the Save Users Data button will be visible. Click on it to save the new users in the Cloud.

 

load_sucess

 

The new users will now be part of the users list in the Work Portal.

 

load_loaded

 

That's it! You've successfully loaded your users to the Cloud!