Administrators can add users and group memberships to the system using the bulk loader.
Prepare the bulk load file
- Go to .
- In the top right corner of the History panel, click the Add button.
The Upload a Spreadsheet Job panel opens.
- Select User Management, Group Management, or Group Membership from the Action list.
Fields that you can populate for upload are listed.
Note: Any mandatory columns are shown in bold. Some required fields are system fields, while others may be custom fields created by an administrator for your specific deployment. - Generate the upload file. There are two ways to generate the upload file:
- Create an upload file in Microsoft Excel, using the provided fields as guidance.
- Alternatively, use a system-generated upload file by clicking the Download Spreadsheet link. The application generates a file which you can save to your local desktop.
- For each user or group membership to be uploaded, complete the required information then save the spreadsheet.
Upload the file
- On the Bulk Loader page, from the Upload a Spreadsheet Job panel, click Browse. Note, you may see Choose file instead of Browse in some browsers.
- Go to your upload file, select it and click Open on the Windows file navigation window, then click Save on the Upload a Spreadsheet Job panel.
You can monitor the upload progress by clicking the Refresh button.
- When your upload is complete, the results display on the right of the screen. If there are any errors, you can investigate the details of the failure by clicking the Export Errors to Excel button.