About Importing Users

Use a custom Microsoft Excel template to import multiple users into your cloud environment. You can either import a custom import template or exported changes from a previous session.

The template is a CSV file that you can download from the Primavera Cloud Administration, add user information and provisioning assignments locally, and then import that information to your table. The following fields that appear in every template and are required for each user to be added to your cloud environment:

When you attempt to download the template, the Select Provisions for Template dialog box will appear. You can use the Select Provisions for Template dialog box to add a column to your template for each of the provisioning assignments that you select. Each column is associated with a single provisioning assignment, has the same name as the role or application instance that it represents, and is prepended with either #R# for role or #A# for application instance. For example, if you selected the BIAuthors role and PrimaveraP6 application instance in the Select Provisions for Template dialog box, two columns called #R#BIAuthors and #A#PrimaveraP6 will appear in the template.

Caution: Do not modify the header row. Modifying the header row of the template can produce unpredictable results when importing users into Primavera Cloud Administration.

Use the following topics in the Primavera Cloud Administration Tasks to create and provision multiple users by means of import:

1. Creating a Custom Import Template
2. Importing Users to the Table
3. Saving Users to the Cloud
4. Resetting User Passwords