As a workspace administrator, you can set up an import to create and update users and user attributes.

Note that you can manage user access to workspaces in three ways:

  • A user administrator can create users and assign them to, or unassign them from, a workspace in the Administration console.
  • A workspace administrator can add or remove users from the Users pane in a model.
  • A workspace administrator can import a list of users to add users and update user details.

If a user administrator and workspace administrator input conflicting changes for a user, the most recent transaction determines the user account status. 

To avoid user status conflicts, we recommend that your organization use the user administrator role to provision user access. Workspace administrators can then refine model-level access from the Users pane within a model.

You must be a workspace administrator to import users and user attributes.

Prepare the import file

The file must be saved with a .txt, .csv, or .zip extension. If you upload a zipped (.zip) file, it must only contain a single .txt or .csv file.

If a user already has an account, the import file must include their email address or their user ID. 

To add a new user, the import must include an email address, their first name, and their last name.

If you want to import model roles, check that the role exists on the Roles tab in the Users pane. If you do not include a model role in the import, the new users have the No Access role. If you do import model roles, these apply only to the current model. Users have the No Access role in other models unless you assign a different model role.

To import selective access permissions, ensure the file displays the access permissions in a comma-separated list. For example: Products Write, Products Read, Product None.

To import Single Sign-on (SSO) settings, the import file must include data that uses true or false to indicate whether the user logs in with SSO.

Set up a users import

Note: If you use another model as a data hub, follow the procedure to set up a model-to-model import, in another model. 

To set up a users import:

  1. Go to the Users pane in a model within the workspace to which you want to import.
  2. Select Import in the toolbar at the top.
  3. In the Select Source dialog, select Upload New File.
  4. Browse for and select the import file, and then click Select.
  5. Choose your import file options and select Next.
  6. In the Mapping tab of the import dialog, map the import file columns to the user attributes.
  7. Select either:
    • Run Import.
      A progress dialog displays as the import runs.
      If you want to cancel the import, select Cancel  in the top-right corner of the dialog.
    • OK.
      The import saves as an action, but does not run.

When the import completes, or if you cancel the import, an Import Completed dialog displays. This reports how many items imported successfully and any that did not. You can open the Details tab for a detailed report or select Close to exit the dialog. 

You can then publish the import action to a dashboard or add it to a page in the user experience.

Disclaimer

We update Anapedia regularly to provide the most up-to-date instructions.