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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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Users can use the MY ACCOUNT > Manage personal information link to view and edit their personal information. Type in the fields and use the drop-down list to make changes, and then click Submit. For example, if users have their Task List open all day, they can change the value in the Task Notification Preference dropdown from Email to Off. This will stop Task Notification emails for all workflows.

Note

The Task List does not automatically refresh. Users who rely on their Task List instead of Task Notification should manually refresh the list regularly.

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