Import Users from a File

Rather than creating users manually, you can import multiple users using a .CSV or .JSON file. A header row may be included in the file, but it is not necessary. Super Admin permissions are required to import users from a file.

CSV Format

The .CSV file must be in the following format prior to importing:

FirstName , LastName , UserName/Email , Managing Client , Password , true/false , true/false, true/false

The last three items in each row ('true" or "false") identify whether the user is Active, a Review User, and whether or not they need to change their password upon signing into the platform for the first time. Inactive users cannot log in.

For example:

Hubert, Quick , hquick@globex.com , Lawyers Inc , MyPassword@321 , True , True, False

If needed, these details can be changed after the users are imported.

Important: When entering the managing client name, ensure it is entered exactly as it exists with proper spelling, spaces, and case. If the managing client name differs, the table will show a blank space in the Managing Client column.

JSON Format

The .JSON file must be in the following format prior to importing:

[

{

"FirstName": " ",

"LastName": " ",

"Username": " ",

"Password": " ",

"IsActive": true/false,

"ForceNewPassword": true/false

}

]

Separate users in the file by adding a comma between the ending } of one user and the starting { of the next. The example below demonstrates the formatting when adding two users.

[

{

"FirstName": "Hubert",

"LastName": "Quick",

"Username": "hquick@globex.com",

"Password": "MyPassword@321",

"IsActive": true,

"ForceNewPassword": false

},

{

"FirstName": "Ashley",

"LastName": "Gordon",

"Username": "agordon@globex.com",

"Password": "MyPassword@123",

"IsActive": false,

"ForceNewPassword": false

}

]

If needed, these details can be changed after the users are imported.

Import File

To import the users from a .CSV or .JSON file, do the following:

  1. Click the Settings icon in the top-right corner of the screen. The Settings icon is a global button that displays in every module of the Enterprise platform.
  2. The System Manager opens. In the left pane of the System Manager, the Users tab opens by default.

  1. Hover your cursor over the button at the bottom of the screen. A menu expands above the button.

  2. Click the Import Users from File button, . The Imort Users from File page appears.

  3. Click Browse. A file explorer opens.
  4. Browse to the .CSV or .JSON file and click Open. The File Name field populates automatically. Click Next.
  5. The Manage Import page opens, displaying the list of users found in the file. Make any needed changes to the list. When finished, complete the import by selecting Save.

 

Related Topics

Manage Users and Groups

Import Users from Active Directory