Adding multiple users - Latest

Automate Connect Guide
Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio
Version
Latest
ft:locale
en-US
Product name
Automate Connect
ft:title
Automate Connect Guide
Copyright
2022
First publish date
2018
ft:lastEdition
2024-10-21
ft:lastPublication
2024-10-21T18:26:29.707000

  1. On the Manage Users page, click Add Multiple users.


  2. Click Generate Upload File

    Note:

    This downloads and then opens a .ZIP folder.


  3. Double-click the folder MultipleUserCreationTemplate.


  4. Open the MultipleUserCreation Excel file.

    Note:

    By default the MultipleUserCreationTemplate file is read only. Save the file using 'Save As', and then you can edit the file.


  5. Fill in the fields for each user (First name, last name, department, etc.)

    Note:

    At minimum, an Email address is required for each user.


  6. Save the file as a .CSV file.

    Note:

    By default the MultipleUserCreationTemplate file is read only. Use Save As to edit and save it.


  7. Return to the Add multiple users page on the Generate tab, and then click Next.


  8. Click Choose File.


  9. Browse to the .CSV file you created and saved in previous steps (above).


  10. Click Upload File.


  11. Verify the created user information is correct, and then click Create Users.


  12. On the Results tab, click Finish. You can click View Status to check user creation results.