Users with the Community Administrator or User Administrator role, can create multiple users, at once. This is ideal, if the community has a large number of users to add.
If communities have a small number of users to add, the manual option may be useful. For additional information, refer to help article Create A Community User - Manually.
If the community is updating their User list, please remove the below column from the CSV file:
- O (Last Login)
- P (Created Date) and
- Q (Deactivated Date)
You can read below to find out more information on Uploading Users or watch this short video:
Create Community Users via Upload
To create a users via upload, go to the Administration module > select Users > click the Upload Users tab > select Download Template, to insert required user details on the file.
For additional field information, refer to the chart below and the Tips at the bottom of this help article.
Details for User Download Template fields are below:
| Column | Type | Mandatory | Length | Comments |
| First Name | Text | Y | 255 | |
| Last Name | Text | Y | 255 | |
| Username | Text | Y | 255 | Must be unique |
| Display Name | Text | N | 255 | Display Name works like a nickname, where if a user's first name was Daniel they might want to use Dan. This field is used to allow better searchability for a user. |
| Text | Y | 255 | Must be a valid email address | |
| Enabled | Y/N | N | Defaults to Y | |
| External User Management | Y/N | N | Defaults to Y | |
| External User ID | Text | N | 255 | |
| Vendor ID | Text | N | 255 | |
| Self Approval Level | Text | N | 255 | Must be blank or match an existing approval level name |
| Org Units | N | Comma separated list of existing Organization Unit names. | ||
| On Behalf Of Org Units | N | Comma separated list of existing Organization Unit names | ||
| Roles | N | Comma separated list of existing User Roles names | ||
| Buyer Groups | N | Comma separated list of existing Buyer Group names | ||
| Phone | Text | N | 47 | prefix-number-extension with length limits 5-20-20 |
| Default Account Code | N |
This is only included if the Default Account Code settings is set to User Default. If entered, the format is validated according to the community's Account Code format. |
Once the file is updated, save as a CSV file > click Browse > select the CSV file > in the Missing User Action field, select the dropdown.
To disable users not included in the CSV file, click Disable or Ignore > select Upload.
If there are any errors, a red error message will appear on the screen, advising what caused the failed upload. Make corrections to CSV file and upload again.
Once all users are imported successfully, an alert message will appear.
Once Community Administrators or User Administrators has created users via upload, the Invite Users screen is where user invitations will be manually sent and provide useful details.
For additional information, refer to help article Invite Community Users.
Uploading User Data via Automation
Unimarket, also offers customers the ability to update account code data by automatic upload. Speak to your Customer Success Manager, for further details.
Tips
- All the comma separated lists will need to be within quotation marks (" "). Excel and other apps should do this automatically.
- The Column names should not be changed; otherwise the CSV will not load.
- Roles should reference the valid User Roles, in Unimarket.
- Organization Units (Org Unit), Buyer Groups and Self Approval Levels should reference a valid Org Unit, Buyer Group and/or Self Approval Level. That has been setup in the system (first) before loading users.
- You can use the User Upload process to Bulk Change existing users. For example, to assign roles or other information for all users.