Add operations to the template

Add the details for the user operations you want to execute to a CSV or TXT file.

1. Create a copy of the template file or of a previous import file and rename it for the current import.
   See Get the template or Review and reuse previous import files for details.
2. Open the file using Microsoft Excel or a text editor, such as Notepad.
3. Enter data using one row for each command, as follows:
   • For each row, add the required data, as expected for each type of operation.
   • If using the template, replace the placeholder text (surrounded with angled brackets) with values for the target user operation.
   • Details for some placeholders:
     • <organization id>: Your company ShortOrgId.
     • <user login>: Name with which the user logs in, without the ShortOrgId.
     • <email id>: Email address associated with the target account.
     • <role name>: The name of the role you are granting or removing, including the ShortOrgId as a prefix. For example, mypharma.Approver.
     • <middle name>: User's middle name, optional. If you do not supply a middle name leave the cell in the spreadsheet blank (or, if using a text editor, delete the placeholder but leave the comma).

   For further details on correctly filling in the import file, see Check for errors.

4. Save the file in CSV or TXT format.