Add users in batch

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Add users in batch

Overview

When you need to add a considerable number of users in your company pool or a subscription, you can add them in batch using a comma-separated file. This article explains how you can do that.

 

Create users in the company pool

Create or add users in a service subscription

 

Create users in the company user's pool

Remember that to include a user under a service subscription, they must belong to the company user's pool. Only the Customer Portal administrator can create users in the company user's pool.

 

Click the Company user menu on the left-side menu. The select All Users, and click the three-dots menu at the top-right corner:

 

CustomerPortal_15

 

Select Download template. The portal downloads an Excel file as follows:

 

CustomerPortal_16

 

The file already contains some examples. However, consider as follows:

 

You cannot add more columns to the file.

Do not leave empty cells on mandatory fields. If you need to delete a user from the file, delete the whole row from the left side.

You cannot have two or more users with the same email. Bizagi displays warnings and errors when the file contains an email of an existing user.

The following fields are mandatory:

 -Given Name

 -Surname

 -Email address

 -Job title

 -Manager's email address

 -Is Active

 

Save the file as CSV UTF-8:

 

CustomerPortal_17

 

Click the three-dots menu and select Import from CSV file:

 

CustomerPortal_18

 

Upload the CSV file:

 

CustomerPortal_19

 

Before creating the users in the company pool, Bizagi validates if the users dO not exist or that there are no issues with the information of any user. The wizard finds errors, it displays a warning, and you can download an error log:

 

CustomerPortal_20

 

For example, it shows when mandatory fields are empty:

 

CustomerPortal_21

 

Create or add users in batch in a service subscription

A subscription owner can manage users of a specific service. To add users to the subscription, users have to be already created in the company user's pool. If a subscription owner tries to add users to the subscription using the CSV option, and the user is not part of the company user's pool, the wizard displays a warning:

 

CustomerPortal_22

 

To add users from the subscription, the subscription owner must be also a Customer Portal administrator.