About creating user accounts using the upload template

The User Upload Template lets a user administrator create Single Sign-On (SSO) user accounts, assign users to a study, and assign roles, sites, and depots directly in Oracle Clinical One Platform.

For more information about using the upload template, see Create user accounts using the upload template.

Note:

You cannot create accounts for product administrators and Oracle Clinical One Digital Gateway users using the upload template. For more information, see Oracle Life Sciences SSO accounts.

Permissions

Users assigned to a role that includes the Upload Users in Bulk permission can access the template.

Key features

Note:

You cannot create Oracle users in your study using the upload template. If you choose to include the details of an Oracle user, you will receive an error message which states that the upload of Oracle users is not supported. You must assign an Oracle user to a study manually.

• Errors are tracked in the User Upload Error report.
• By default, user accounts are created at the global level in Oracle Clinical One Platform.
• User accounts are automatically created in Oracle Life Sciences Identity and Access Management Service (IAMS).
• You can create both Oracle Clinical One Platform (SSO) and Federated (SSO) user accounts.
• In a single file, you can include details for new users and edits for existing users, such as the end date for a user.
• After you click Validate, macros run to ensure required data is present and adheres to the required format.
• Macros do not check for duplicate records that may appear during import. To avoid additional work, make sure all user names are unique.
• A file can be saved without running validation or addressing the issues found. Such a file imports successfully with errors tracked in the User Upload Error report.
• Multiple user accounts (user names) can be associated with the same email address, as seen in the image below. This allows users to have accounts for multiple roles making testing faster and easier.
  
  
  
  
• The upload template has a suggested limit of 600 records. This limit is not enforced but keep in mind that the larger the file, the longer the import time.
• By default users are uploaded in Production mode. During the upload process, to upload users for both Production and Training modes, enable Upload users to training mode.
• You can associate users to a single site, all sites, or retired sites.

Notifications

The following notifications are sent once an import completes:

• The user administrator receives an email notification with the subject: Bulk User Upload notification. This notification contains details about the number of users created successfully and the ones that encountered issues. For more information about how to address import issues, see the User Upload Error report.
• Newly created users receive two email notifications. Existing users being added to a study only receive the second email notification.
  1. The first email contains login details.
  2. The second email includes the study URL and the date the user can log in.

Reporting Impact

• Comments entered in the optional comment field, on the upload screen, appear in the User Upload Error report.
• Comments also appear in the User Assignment and User Assignment by Site report and are displayed in the last column in the output file.
  
  
  
  

• Create user accounts using the upload template
  The User Upload Template can be used to create Single Sign-On (SSO) user accounts, assign users to a study, assign roles, sites, and depots, and update existing accounts at the study level.