Importing Groups or Roles

You can add or edit groups and roles by importing a CSV file. In the file, enter one group or role per row. 

To Import Groups or Roles:
 
  1. From the Gear wheel gear_wheel.PNG select Users & System Administration
  2. Under User Administration and Bulk Actions, select Import from File.
  3. Under Contents to Import, select Groups(or Roles).
  4. Click Browse to select a CSV file. 
  5. Click Download CSV Template File to download the correct format to upload groups and roles in. See Fields to be Imported below, for descriptions of the fields to include in the file.
  6. Click Import.
 
Fields to be Imported:
 
Field Description
Group Code
  • Enter an existing group code to update the information of the existing group.
  • Enter a new group code to create a new group with this code.
Name
  • Enter a unique name for the group.
New Group Code
  • Enter either an asterisk to set the same code as the existing group code, or anything else to update the group code.
Membership
  • Enter either "static" or "dynamic" depending on the type of the group.
Description
  • Enter the description of the group or role.
To Be Deleted
  • To delete a group or role, enter "1".
  • To add or update a group or role, either enter an asterisk (*) or leave the field blank.
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