This option allows you to add more than 10 users and/or licenses.
Perform these steps to import users to Automate Studio Administrator.
- Click the Users navigation menu option on the left panel.
- Click Import From Excel option.
- Click Download a sample template here to generate the template that you can then upload to the Automate Studio Administrator.
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Fill the Username, Display Name and
Email fields in the template file.
You can also provide the following optional user details:
- First Name
- Last Name
- Tag(s)
- License(s)
Tip: To enable advanced searching and filtering of users in reports, you can assign semicolon-separated tags by entering them in the Tag(s) column of the template file. Tags can represent criteria such as department, region, team, or any custom classification, and are visible only to Global Admin and Report Admin users.In tag names, you can only use alphanumeric characters, spaces, hyphens, and underscores, and they can be up to 150 characters long. However, tag names cannot begin with a hyphen.
The bulk update of tags is currently not supported.
Note: Precisely recommends that the Username and Display name should be the same as their email address. - Review the file to make sure all users/licenses are listed correctly and the total number of users and license types are accurate.
- Save the template as a .csv file (other file types not supported).
- To upload the file in Automate Studio Administrator site, click Attach File and select your file.
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Click Submit.
Message indicating users will be loaded in the background. This process may take several minutes, if you do not see users after 10 minutes, contact our Customer Support team.
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Verify all your users and license assignments are correct. The dashboard will
show your total number of users and total number of licenses unassigned.
Note: If you do not see all your users added to the site, re-check your import file for any issues. If there are none, contact our Customer Support team.