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Field Name | Comments | Required? |
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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. | ✓ |
Closing Type | The name of the Closing Institution Type that the institution will be assigned. |
User Closings Import Options
Institutions and Groups
There are 3 possible main 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
Institution Types
An secondary option controls if the Institution Types must already exist or if the import process will add them when they are not found. Note that the import will not update the institution type of an existing institution.
Assigning Multiple Closings to a Single User
To achieve this - add a record for each closing and re-use the same user basic details changing the closing institution details.
A note on Updating User Closings
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This feature was first enabled in build 14.2.2.5 released Feb 11, 2022.
Sample Import with Closings Assigned
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How To …
Import Users Into Specific Content Groups
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When a user content group is changed the import process will
Removes Remove any access granted to the user’s previously assigned content group
Grants Grant full access to the new content group.
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