4,401
edits
Changes
no edit summary
The Automatch by organisation name and address option will allow for the [[User|users]] in this upload to be matched to previously uploaded organisations.
1. Click the '''Automatch by organisation name and address''' check box.
2. Click the '''First row contains field names''' check box.
3. Click the '''Analyze Structure''' button.
You are prompted to continue with the selected [[Role|role]].
4. Click '''OK''' to continue.
The data is analyzed and presented.
The first field is the department name – you will use this field for matching.
5. Set the first field to '''Company name for matching'''.
6. Map the '''remaining fields'''.
7. Click the '''Analyze Data''' button.
The '''user list''' is displayed.
==Sending Imported User’s Passwords by E-mail==
1. Scroll to the '''bottom of the list'''.
You can automatically enable and send the uploaded [[User|users]] their [[Username|usernames]] and [[Password|passwords]]. In this case you will not send [[Username|usernames]] or [[Password|passwords]].
2. Click the '''No''' button.
3. Click the '''Upload''' button.
The status of the upload is displayed.
4. Click the '''Organisation''', [[Internal]] People [[Menu|menu]].
5. Click on any '''Organisation''' icon to display the new [[User|users]] you just added.
==Undoing a User Upload==
Note the arrow icon to the left of each person’s name.
This icon indicates these are the most recently uploaded user records. If these records were uploaded in error you can undo the upload by clicking the '''Undo Employee Upload''' tab.
All the [[User|users]] records last uploaded will be removed.
[[Category:System Management]]
1. Click the '''Automatch by organisation name and address''' check box.
2. Click the '''First row contains field names''' check box.
3. Click the '''Analyze Structure''' button.
You are prompted to continue with the selected [[Role|role]].
4. Click '''OK''' to continue.
The data is analyzed and presented.
The first field is the department name – you will use this field for matching.
5. Set the first field to '''Company name for matching'''.
6. Map the '''remaining fields'''.
7. Click the '''Analyze Data''' button.
The '''user list''' is displayed.
==Sending Imported User’s Passwords by E-mail==
1. Scroll to the '''bottom of the list'''.
You can automatically enable and send the uploaded [[User|users]] their [[Username|usernames]] and [[Password|passwords]]. In this case you will not send [[Username|usernames]] or [[Password|passwords]].
2. Click the '''No''' button.
3. Click the '''Upload''' button.
The status of the upload is displayed.
4. Click the '''Organisation''', [[Internal]] People [[Menu|menu]].
5. Click on any '''Organisation''' icon to display the new [[User|users]] you just added.
==Undoing a User Upload==
Note the arrow icon to the left of each person’s name.
This icon indicates these are the most recently uploaded user records. If these records were uploaded in error you can undo the upload by clicking the '''Undo Employee Upload''' tab.
All the [[User|users]] records last uploaded will be removed.
[[Category:System Management]]
