...
| Expand |
|---|
| title | Click here for a guide to user fields... |
|---|
|
The following fields are used when importing a user. Fields marked with * are mandatory. | Field Name | Field Description |
|---|
| EmailAddress* | User ID |
|---|
| NotifyEmailAddress* | Notification Email Address |
|---|
| Deactivated | Should user be disabled upon creation? Enter Yes or No. If left blank, user will automatically be active. |
|---|
| FirstName | First Name |
|---|
| LastName | Last Name |
|---|
| Password* | Password |
|---|
| ConfirmPassword | Force user to change to new password when they first logon to your website. Enter: Yes or No. If left blank, it defaults to 'No'. |
|---|
| JobTitle | Job Title |
|---|
| Section | Department |
|---|
| PhoneNumber* | Contact Phone Number |
|---|
| Fax Number | Fax Number |
|---|
| DefaultCostCentre | Default Cost Centre |
|---|
| CustomerCode* | Default Customer Account |
|---|
| GlobalCatalogueAccess | For custom catalogue use. Enter: Denied, Full, ViewOnly or leave blank |
|---|
| OrdersApprovedBy | For use with order approvals feature. |
|---|
| SpecialInstructions | Special Instructions |
|---|
| ContractItemsOnly | Contract Items Only. Enter: Yes or No |
|---|
| InitialRole* | Initial Role |
|---|
| ApprovalType | Enter: SPU, MPU, SPA, MPA, MPAS, H, HC, HAL or leave blank |
|---|
| ApproveNonContract | Enter: Yes or No |
|---|
| DenyApprovalProductEntry | Deny Product Entry on Approval. Enter: Yes or No |
|---|
| AllowApprovalProductEntry | Allow Product Entry on Approval. Enter: Yes or No |
|---|
|
Import
...
User Records
1. Create CSV file
Download this csv template or follow the instructions to create one.
...
| View file |
|---|
| name | User_Customer.csv |
|---|
| height | 250 |
|---|
|
Import User ID Changes
The process of bulk importing User ID changes to user records is similar to importing user customers. The required CSV template is provided here or you can create one yourself.
Import User Deletions
The process of bulk importing User deletions is similar to importing user customers. The required CSV template is provided here or you can create one yourself.
| View file |
|---|
| name | User_Deletion.csv |
|---|
| height | 250 |
|---|
|
Related help
| Content by Label |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | KB |
|---|
| showSpace | false |
|---|
| sort | modified |
|---|
| reverse | true |
|---|
| type | page |
|---|
| cql | label = "user-website" and type = "page" and space = "KB" |
|---|
| labels | kb-how-to-article |
|---|
|