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Created page with "The '''Upload users''' page is used for uploading users to a company, rather than creating them through the browser. It can be accessed through the IOMAD dashboard: # Go to the '''IOMAD dashboard'''. # Choose the company whose user(s) you'd like to edit from the '''Select a company''' dropdown (or use the company selector at the top right of the page). # Click on the '''Users''' tab. # Select '''Upload users'''. ==Uploading Users to a Company== The '''Upload users''' pa..."
 
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# Select '''Upload users'''.
# Select '''Upload users'''.


==Uploading Users to a Company==
==Settings==
The '''Upload users''' page allows users to be uploaded to a company in bulk. This is done with CSV files.
The page allows you to provide the file's:
* '''Separator''' or delimiter - with the option of a comma, semicolon, colon, or tab.
* '''Encoding''' type.


It also has settings related to the upload process itself, allowing the user to define:
* The number of '''Preview rows''' - number of rows that will be previewed during the upload process.
* The '''Upload type''' - Whether duplicate users should be discarded, added, or updated.
==CSV Structure==
The '''Upload users''' page allows users to be uploaded to a company in bulk. This is done with CSV files, structured into columns.
If the '''''Upload type''''' is set to ''Update existing users only'', then only the '''username''' column is required.


If any other '''''Upload type''''' is set, then only the '''firstname''' and '''lastname''' columns must be filled.


The page allows you to provide:
The following is a comprehensive list of all available columns (including both required and optional):
* The '''Separator''' or delimiter - with the option of a comma, semicolon, colon, or tab.
* '''id''' - The user's unique id.
* The '''Encoding''' type.
* '''firstname''' - The user's first name.
* The number of '''Preview rows''' - number of rows that will be previewed during the upload process.
* '''lastname''' - The user's last name.
* The '''Upload type''' - Whether duplicate users should be discarded, added, or updated.
* '''username''' - The user's unique username.
* '''password''' - The user's password.
* '''temppassword''' - The user's temporary password.
* '''email''' - The user's email address.
* '''institution''' - The user's company.
* '''department''' - The user's department.
* '''deleted''' - Whether or not the user is to be marked deleted.
* '''suspended''' - Whether or not the user is to be marked suspended.
* '''auth''' -
* '''lang''' - The user's language
* '''city''' - The user's city of residence.
* '''country''' - The user's country of residence.
* '''timezone''' - The user's timezone.
* '''mailformat''' -
* '''maildisplay''' -
* '''maildigest''' -
* '''htmleditor''' -
* '''ajax''' -
* '''autosubscribe''' -
* '''mnethostid''' -
* '''idnumber''' -
* '''skype''' - The user's Skype account.
* '''msn''' -
* '''aim''' -
* '''yahoo''' - The user's Yahoo account.
* '''icq''' -
* '''phone1''' - The user's primary phone number.
* '''phone2''' - The user's primary secondary number (e.g. a landline).
* '''address''' -
* '''url''' - The user's website or external profile.
* '''description''' -
* '''descriptionformat''' -
* '''oldusername''' -

Revision as of 14:21, 28 July 2025

The Upload users page is used for uploading users to a company, rather than creating them through the browser. It can be accessed through the IOMAD dashboard:

  1. Go to the IOMAD dashboard.
  2. Choose the company whose user(s) you'd like to edit from the Select a company dropdown (or use the company selector at the top right of the page).
  3. Click on the Users tab.
  4. Select Upload users.

Settings

The page allows you to provide the file's:

  • Separator or delimiter - with the option of a comma, semicolon, colon, or tab.
  • Encoding type.

It also has settings related to the upload process itself, allowing the user to define:

  • The number of Preview rows - number of rows that will be previewed during the upload process.
  • The Upload type - Whether duplicate users should be discarded, added, or updated.

CSV Structure

The Upload users page allows users to be uploaded to a company in bulk. This is done with CSV files, structured into columns.

If the Upload type is set to Update existing users only, then only the username column is required.

If any other Upload type is set, then only the firstname and lastname columns must be filled.

The following is a comprehensive list of all available columns (including both required and optional):

  • id - The user's unique id.
  • firstname - The user's first name.
  • lastname - The user's last name.
  • username - The user's unique username.
  • password - The user's password.
  • temppassword - The user's temporary password.
  • email - The user's email address.
  • institution - The user's company.
  • department - The user's department.
  • deleted - Whether or not the user is to be marked deleted.
  • suspended - Whether or not the user is to be marked suspended.
  • auth -
  • lang - The user's language
  • city - The user's city of residence.
  • country - The user's country of residence.
  • timezone - The user's timezone.
  • mailformat -
  • maildisplay -
  • maildigest -
  • htmleditor -
  • ajax -
  • autosubscribe -
  • mnethostid -
  • idnumber -
  • skype - The user's Skype account.
  • msn -
  • aim -
  • yahoo - The user's Yahoo account.
  • icq -
  • phone1 - The user's primary phone number.
  • phone2 - The user's primary secondary number (e.g. a landline).
  • address -
  • url - The user's website or external profile.
  • description -
  • descriptionformat -
  • oldusername -
Retrieved from "https://docs.iomad.org/w/index.php?title=Upload_users&oldid=172"