Import Multiple Access Personas

Importing Multiple Access Personas.

Introduction

Import Access Personas

Introduction

When assigning Access Personas to Users, it is possible to import data to include several different Access Personas for several Users, assigning multiple Access Personas with access to specific Companies, Branches and Departments.

Access for multiple combinations of Access Persona / Company / Branch / Department can be assigned to Users. This can be done efficiently by importing a spreadsheet of the required assignments.

You are able to import new details for existing Users who already have some Access Personas without overwriting the existing details.

Refer to Access Personas to read more about how they work.

 Return to Top of Page

Import Access Personas

To import a spreadsheet of Access Persona details for Users: 

The spreadsheet should be an Excel file formatted with the following column headings in this order:

StaffCode | CompanyCode | BranchCode | DepartmentCode | ProjectCode | AccessPersonaCode | Error.

To perform the import:

• Start at Administration > Access Personas.
• Click More and then select Import persona grant.

In the Upload Document screen:

• Drag your file to the import box, or browse for your file.
• Click Upload.

   Return to Top of Page