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How to add users in bulk in Tenant Admin Portal

This document provides instructions to add users in bulk in the Tenant Admin Portal.

Updated over 2 weeks ago

Steps to add users in bulk:

  1. Log in to the Tenant Admin Portal.

  2. On the home page of the portal, click Directory on the left menu panel.

    The Users page is displayed.

  3. On the Directory menu panel, click Import > Import Users.

    The Import Users page is displayed.

  4. Click Import Users button on top-right corner of the page.

    The Import User(s) pop-up box is displayed.

  5. In the Upload section, do the following:

    1. Do one of the following:

      1. Click CSV to download the CSV file template.

        or

      2. Click JSON to download the JSON file template.

        Note: Please follow these guidelines when updating the downloaded template:

        • If Primary ID is blank, use {{oloid}} to auto-generate it.

        • Add custom fields without the #Oloid#_ prefix.

        • Keep only PrimaryID, FullName, and Status; you may delete other columns as required.

        • To delete a user, set the Status to TERMINATED.

        The CSV or JSON template file is downloaded to your system.

    2. Prepare the CSV or JSON template file for upload.

      Note: To prepare the user upload template, refer How to prepare User Upload Template.

    3. Drag and drop the file or click on the Import CSV or JSON file area to upload your prepared CSV or JSON file.

    4. Select Upload File.

    The file is uploaded in the Upload section.

  6. In the Analyze section, do the following:

    1. Select preferred Connection Name from dropdown > click Analyze.

      You can review the imported data for any validation error.

    2. Click Publish.

      Note: You can click Reset to clear the current upload process.

The file is uploaded and listed on the Import Users page. The user and user details are added to the Tenant Admin Portal.

Note: Check the logs to see the users’ status.

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