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Extra fields in the file will be ignored.
Field Name | Comments | Required? |
---|---|---|
User Name | Cannot be blank. This is the name used when signing in. | ✓ |
First Name | Defaults to User Name if not provided | |
Last Name | Defaults to User Name if not provided | |
Login Method | One of:
Can also be blank and then the default selected in the import module applies. | |
Content Group | The name of the Content Group the user belongs to and will be granted full access to. If left blank or if the given name doesn’t match an existing Content Group then the default Content Group will be applied. | |
Security Group | The name of the Security Group the user is assigned to. Choose from the list of names available in Flow. If left blank or if the given name doesn’t match an available Security Group then the default Security Group will be applied. | |
Phone | ||
Password | Ignored for LDAP and Google login methods. | |
LDAP Group | The LDAP Group the user should be assigned to (if applicable) LDAP Groups are defined in the System - Configuration - LDAP module and are visible in the dropdown lists when manually adding/editing users in Flow. | |
Time Zone | The Time Zone ID the user should be assigned to. (if applicable) If a time zone id value isn’t given then the system default will be used which is the time zone of the server. NOTE: the values used in this column must be valid time zone id values. You can see the list of valid time zone values in the User Import module by pressing the Valid ID Values button. This will open a window with a full list of time zones. Added in build 12.3.3.5 |
User Closing Fields
If you want to automatically assign users to a Closing Institution - then you need to add these closing fields and provide the relevant data for each user record. Both the Group and Institution name must be given.
Field Name | Comments | Required? |
---|---|---|
Closing Group | The name of the Closing Group that the Institution is part of. | ✓ |
Closing Institution | The name of the Closing Institution that the user will be assigned. This can be the name of a school or a business etc. | ✓ |
User Closings Import Options
There are 3 possible behaviors to choose from when importing user closings with the user import.
Use existing groups and institutions
the closing groups and institutions must already exist before the import runs.
Add new Institutions only
automatically creates a new Closing Institution if a match isn’t found in the given Closing Group
Add new groups and institutions
automatically creates a new Closing Group when a match isn’t found in the users Content Group
automatically creates a new Closing Institution if a match isn’t found in the given Closing Group
A note on Updating User Closings
If the Assigned Closing is enabled for update of existing users - the import will replace the existing assignment with the one defined in the import file for each user.
Additional Notes
The import only works with Closing Groups in the user’s assigned Content Group when trying to find a match or creating a new one.
This assignment of a user closing can also be done manually via the User Closings module.
This feature was first enabled in build 14.2.2.5 released Feb 11, 2022.
How To …
Import Users Into Specific Content Groups
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