Import Users from A CSV File, Endpoint Security, Endpoint Manager, ITarian

Import Users from a CSV File

Click 'Users' > 'User List' > 'Import User'

You can load a list of new users by importing them from a comma separated values (CSV) file

You can also specify the role to be assigned to all users in the list

After adding a user, you can enroll Windows, Android, iOS, Mac OS and Linux devices for them

Process in brief

Create a CSV file containing the list of users using spreadsheet applications like Microsoft Excel or OpenOffice Calc and save it on your admin computer

The file should contain the following, separated values: 'Username' (mandatory), 'Email address' (mandatory) and 'Phone number' (optional).

The file should not contain column headers and each line should contain a single user.

In the EM admin console, click 'Users' > 'User List' > 'Import User'

Browse to and select the CSV file you want to import

Select a customer and a role for the imported users

Upload the file

The users will be imported and enrolled to EM

Requirements for .csv file

There are two mandatory fields and one optional field per user account:

Username (mandatory)

Email address (mandatory)

Phone number (optional)

Each line in the CSV file should contain one user entry

The CSV file should not contain column headers

Example:

"james", "james@ditherscons.com", "9876543210"

Import users from a list

Click 'Users' > 'User List'

Click 'Import User' on the top

'User Import' Form – Table of Parameters
Parameter	Description
CSV File	Click 'Browse' navigate to the location of the CSV file and select the file.
Customer	The customer to which the users belong. ITarian customers can add users from Companies/Organizations enrolled in their account. Start entering first few letters of the customer name and select the customer from the options ITarian Enterprise and EM stand-alone customers can only add users to the default customer. Enter 'Default Customer' in the 'Customer' field
Role	The role to be assigned to all users in the list. Start entering first few letters of the name of the role and select the role from the options EM ships with four default roles: Account Admin - Can login to EM and access all management interfaces. You cannot assign account admin to a user. The role is automatically assigned to the person who opened the ITarian account. This role is not editable. Administrators - Can login to EM and access all management interfaces. This role can be edited as required. Technician - Can login to EM and access all management interfaces. The technician role has fewer privileges than the administrator role. This role can be edited as required. Users - Cannot login to EM. If required, you can change role permissions to have access to the admin console. See Configure Role Based Access Control for Users for more details. You can create custom roles which grant access to selected areas of EM. These roles can be assigned to users as required. All roles created in EM and ITarian will appear in the 'Role' drop-down when importing new users. See. See Configure Role Based Access Control for Users for more details.
Do not send any enrollment notifications	Select whether or not the account creation notification mail or account activation mail is to be sent to the imported users. Note: The notification mails will not be sent if you select Users role for the new users.

Configure the parameters and click 'Import users from List'

The progress will be displayed.

If you want to stop the import process, click 'Discard Import'

Once the users have been imported, you can enroll devices for them.

Users will receive an account activation mail if they are assigned a role that has access to the admin console. This includes the standard ' Administrator' and 'Technician' roles.

Tip - Enable 'Do not send any enrollment notifications' in the import screen if you do not want to send these mails.

Users click the link in the mail to activate their account and configure their password.

You will receive an error report if the import fails. See the following screenshot:

The report can help pinpoint errors so you can rectify them.

Click 'Export' to download the error report in .csv format

Click 'Clear errors report' to remove the report and retry the import.

IT Endpoint Manager

Endpoint Manager Administrator Guide 6.43

English

Import Users from a CSV File