Managing User Groups via User Group Data Loader (CSV Import)

Problem: Manually adding and removing users from User Groups is time-consuming, especially when needing to reshuffle or bulk update memberships.

Solution: Utilize the User Group Data Loader for efficient bulk updates via Excel import.

Steps:

1. Access the User Group Data Loader:

   • Navigate to the User Group management section within your system's administration panel.
   • Locate the "User Group Data Loader" option. (Refer to the screenshot below for visual guidance.)

   

2. Download the Template:

   • On the User Group Data Loader page, you'll find a downloadable CSV template. This template is specifically formatted for importing User Group data.
   • Click the download link (typically found on the right side of the page). (Refer to the screenshot below.)

   

3. Formatting and Data Entry:

   • Carefully review the "Formatting help" documentation provided alongside the template. This will ensure your data is correctly formatted for successful import.
   • Open the downloaded CSV template and populate it with your User Group data.
   • Ensure that the User IDs and User Group names are accurate.
   • Clearly define the operation you want to perform, such as adding or removing users.

4. Import the CSV File:

   • Return to the User Group Data Loader page.
   • Upload the completed CSV file.
   • Follow the on-screen prompts to complete the import process.

5. Verification:

   • After the import is complete, verify that the User Group memberships have been updated correctly within the system.

Benefits of using the User Group Data Loader:

• Time Savings: Bulk updates significantly reduce the time spent on manual user management.
• Reduced Errors: Using a template and following formatting guidelines minimizes the risk of data entry errors.
• Increased Efficiency: Streamlines the process of managing large numbers of users and User Groups.

Important Notes:

• Always refer to the "Formatting help" documentation for the most accurate and up-to-date information.
• Back up your existing User Group data before performing any bulk updates.
• Test the import process with a small sample of users before applying it to your entire user base.
• Ensure user ID's are accurate, or the import will fail.