Xcitium Enterprise Admin Guide - Import Users from a CSV File

Import Users from a CSV File

Click 'Assets' > 'User Management' > '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 Xcitium admin console, click 'Assets' > 'User Management' > 'User List' > 'Import User'.

Browse to and select the CSV file you want to import.

Upload the file.

The users will be imported and enrolled to Xcitium

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 'Assets' > 'User Management' > 'User List'

Click 'Import User'

'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 company to which the users belongs. 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 Xcitium ships with five default roles: Account Admin - Can login to Xcitium and access all management interfaces. You cannot assign account admin role to a user. The role is automatically assigned to the person who opened the Xcitium account. This role is not editable. Administrators - Can login to Xcitium and access all management interfaces. This role can be edited as required. Technician - Can login to Xcitium and access all management interfaces. The technician role has fewer privileges than the administrator role. This role can be edited as required. Login permission - Can login to Xcitium. Users with role cannot access any management interface by default. You can edit the role to assign access to required management interfaces. Users - Cannot login to Xcitium. 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 Xcitium. These roles can be assigned to users as required. All roles created in Xcitium will appear in the 'Assign Role' drop-down when adding a new user. 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'

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.

Xcitium Enterprise

Xcitium Enterprise Administrator Guide

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Import Users from a CSV File