Self-Service Application Guide for Oracle Billing Insight > Managing Company Information >

Use Case: Importing Company Users (Business Edition Only)


This use case lets an Admin import, or bulk load, a CSV file with company users. Oracle Billing Insight provides a preconfigured Microsoft Excel file, bulkLoadCompanyUsersTemplate_en_US.csv, to use as a template for creating the company users input file. The template file can be also downloaded in this use case.

Main Path for Importing Company Users

The main path occurs when an admin clicks Import Company Users on the Users page to display the Import Company Users page.

Alternate Paths for Importing Company Users

No alternate paths occur in this use case.

Import Company Users Page Elements

Table 153 describes the elements of this page.

Table 153. Import Company Users Page Elements
Page Element
Description

Page Title Text

Import Company Users

Import Company Users Module

This module displays the following elements:

  • Module title text: Import Company Users
  • Icon: Microsoft Excel
  • Text: CSV Template
  • Text: This option is available to Bulk Load Company Users who are eligible to enroll within the On-Line application.
  • Text: In this file you will need to provide the following attributes: User ID, First Name, Last Name, Role, Email Address, Service Number and Account Number.
  • Text: The user ID, first name, last name, role, and email address are required fields. Service Number and Account Number are also available so that you can directly associate a user to these billing objects.
  • Text: When completed save this file locally by providing a file name, and a file type of CSV (comma delimited) (*csv)
  • Text and blank field for data entry: * File Field
  • Button: Browse
    Action: Displays the Choose File to Upload dialog box.
  • Button: Submit
    Action: Imports the users.
  • Button: Back
    Action: Displays the Users page.
  • Text: *Required Fields

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