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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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  • The default maximum size for attachments in the DocuPhase Forms Cloud is 25 MB or 26214400 bytes. On Premise customers can use the frevvo.attachment.maxsize property to configure the maximum size for attachments.

  • The Reports To field is a ComboBox. Begin typing the userid of the person this user reports to and a list of matching users displays.

  • Select the Role from the dropdown, and add additional roles by using the green + icon. Remove roles using the red - icon.

  • Disable a user by setting Enabled to false.

  • To save changes, click Submit. To cancel changes, click "Return to Manage Users" at the top of the page.

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