1.) Select Users from the navigation menu, then, select the + Manage domains users button in the upper right hand corner of the screen:
The Manage domains and users screen is presented:
2.) Select the Import via CSV tab at the top of the screen:
The Import via CSV screen is displayed:
3.) Download the ExampleCsvFile.csv by clicking on the Example CSV button:
4.) Open the ExampleCsvFile.csv and delete the sample data but DO NOT delete the first row or change the values in the first row:
| If the department_lead column value is set to ‘1’ (true), then this user will receive reports for all users who match their Department field value if the corresponding Department Leads option button is selected in the Report Setup tab of the Campaign configuration wizard. |
5.) Populate the example.csv with your user data.
| While the columns department and job_title are labled as such, you need not specify departments or titles in these columns. The unique values you include in these two columns will be used to assign learners to training as well as to group users in reports. For example, you may wish to populate company names in department and city names in title if this is how you wish to group your users for campaign assignments. |
6.) Save the .csv as a CSV UTF-8 file type.
7.) Drag and drop your populated .csv file on the Drop your .CSV file here or browse area or select browse to navigate to the file:
8.) Select the Upload button.
After selecting the Upload button, you will receive a review of your upload with any warnings or errors:
9.) Select the Complete button to complete the upload.
A User upload is in progress notification will be presented:
When the upload is complete, a notification will be presente
You can edit or delete users which are creted using the Add a single user or Import via CSV methods by selecting the three dots to the right of the user entry:
If you need to add more users, or, if changes need to be made to the user last name, title, department, manager or lead flag, you should update the .csv file you used initially. Then, re-upload the .csv.
Existing entries that have not changed will be igored. Entries that have changed will get updated. New users who have been entered into the .csv will be imported.
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