File Formats for Importing Groups or Roles

This article describes the file formats for importing Groups or Roles. See Importing User Administration Data for more on importing.

Import file example
Group Code Name New Group Code Membership Description To Be Deleted
grp001 Head office * static Head office employee group *
grp002 Temporary staff        

Description of each column
Item Required Description
Group Code
 Yes
  • Entering the same group code as an existing group code updates the information of the existing group.
  • Entering a new group code adds a group or role with that code.
Name

 Yes

  • Unique name or the group or role.
New Group Code
 Yes
  • Entering an asterisk (*) sets the same code as the existing group code, entering a new code updates an existing group code.
Membership
 Yes
  • 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.

 

Notes:

  • Import each Group or Role in a separate row.
  • To leave the value as is, enter an asterisk (*) in the field.
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