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Create an Import Template

Manage User Accounts > Add Multiple User Accounts

You can download the import template from Primavera Administration. The import template contains the following columns:

• Last Name
• First Name
• Email
• Username
• Company
• User Type
• Application Assignment Columns: When you download the import template, you select the application assignments that you want to include in the template. The import template contains a column for each application assignment you select. Each application assignment column is prefixed with #R# (for example, #R#BI Authors).

Caution: Do not modify the header row of the import template. Modifying the header row will produce unpredictable results when you import users to Primavera Administration.

To create an import template:

1. On the  User Administration tab, click Actions  and select Download Import Template.
2. In the of the Select Application Access dialog box, in the Available pane, select the application assignments that you want to include in the template. Hold down the Control key and click to select more than one application assignment.
3. Click  Add to selected column.
4. Click Select.
5. Save the template locally and open it.

   Note: The default name of the import template is User_Import_Template.csv.

6. Enter the following information for each user account:
   • Last Name: The user's last name.
   • First Name: The user's first name.
   • Email: The user's email address.
   • Username: The user name for the user account.
   • Company: The company for the user account.
   • User Type: The user type for the user account.
7. In the application assignment fields, enter Y or Yes to assign application access to the user account.

   If you do not want to assign application access, leave these fields empty. You can assign application access later.

   Note: If you import data for existing user accounts, it is important that all application assignment field columns remain in the template file. If an application assignment column does not exist in a file when it is imported, access to that application will be removed from all the user accounts imported from the file.

8. Repeat steps 6 and 7 for each user you want to add.
9. Save and close the template.

Related Topics

Add Multiple User Accounts

Export a List of Users

Import User Accounts

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Last Published Friday, March 22, 2024