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Table of Contents

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Upon successful upload, you will see this message with the number of roles and users that were created: "Users Loaded successfully. 1 Added, 3 Updated, 0 Deleted, 1 Roles Added." 

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Updating Users and Roles using a CSV file

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Tip

  • If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.

  • Customers who have automated csv uploads via the API (set up on versions earlier than v9.0) should be aware that passwords are no longer supported in csv upload and will be ignored.

CSV Upload Considerations

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You can delete users from the Manage Users page by clicking the v11.3 Delete User icon.PNG Remove User icon beside their name, or you can delete users using the CSV Upload method by entering DELETE into the transaction column for the user(s). However, DocuPhase Forms recommends using caution with this process. Here are some best practices to keep in mind.

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