Add operations to the template

Add the details for the user operations you want to run 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 for the operation.
   • If you are using the template, replace the placeholder text in angle brackets with values for the target user operation.
   • Details for some placeholders:
     • <organization id>: Your company ShortOrgId.
     • <user login>: The name that the user uses to sign in, without the ShortOrgId.
     • <email id>: The 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>: The user's middle name. This value is optional. If you do not supply a middle name, leave the spreadsheet cell blank. If you are using a text editor, delete the placeholder but leave the comma.

   For details about completing the import file, see Check for errors.

4. Save the file in CSV or TXT format.