Add Multiple User Accounts

Use an import template to add multiple user accounts to your cloud environment. You can either import a custom import template or a CSV file created from a previous session.

The import template is a CSV file that you can download from Primavera Administration. After you add information on your users accounts to the template, you can import that information to the User Administration table.

Use the following topics to add multiple user accounts:

  1. Create an Import Template
  2. Import User Accounts
  3. About Passwords

Note:

For Primavera Unifier, if you use Primavera Administration to create users, you can use a user preference template within Primavera Unifier to update user account information such as the time zone and a date format. For more information, see the Primavera Unifier General Administration Guide.

Create an Import Template

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. This 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.

    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.

    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.

Export a List of Users

When you export the user list, all the columns on the User Administration page are exported. Two extra columns are also exported:

  • Locked: Shows whether the account is locked, for example following a failure to authenticate the password.
  • Active: Shows whether the account is active.

To export a list of all users to a CSV file:

  1. On the "" User Administration tab, click "" Actions.
  2. Select Export All Users.

Import User Accounts

To import user accounts:

  1. On the "" User Administration tab, click "" Actions and select Import Users.
  2. Click "" Browse and select the import template.

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

  3. Click OK.
  4. Review the User Administration table to ensure there are no errors.
  5. Click Save.

Note:

  • After creating a user account, you must reset that password for the account. Resetting a password sends the user an email with a link to allow them to change their own password. See About Passwords for details.
  • 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.