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.

For more information, see About creating user accounts using the upload template.

Permissions

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

How to obtain and use the upload template.

1. From the Home screen click Study Settings () for your study, then select Open Settings.
2. Go to the Users tab and click Download Template.
   The Role drop-down on the Clinical One Users tab and the Study Roles tab are populated with the roles for the study, this includes template roles. Retired roles and design roles are not included.

   Tip:

   Always download a new copy to pick up any changes applied to your study.
3. Open the template, if it did not open by default, and enable the macros.
4. Go to the Clinical One Users tab, enter details for each account to be created or updated, then click Validate. If applicable, address any issues identified by the macros.
5. Save and close the file.
6. Return to the Home page in Oracle Clinical One Platform, click Study Settings then select Open Settings.
7. Go to the Users tab and click Create/Assign User.
   The Create/Assign Users window opens.
8. Click Upload File for one of the following options:
   • Upload Clinical One SSO users
   • Assign a user (do not select)

     Note:

     This is not an upload option. For more information about assigning users, see Add a user to a study in Oracle Clinical One Platform
   • Upload federated SSO users
9. When prompted, select the user upload template (or error report) previously saved.
   The Map Roles window opens. The roles in the import file are mapped to the roles in the study.
10. Review the content then click Next.
    A preview window opens allowing you to review the user details before initiating the import.
11. (Optional) Enable Upload users to training mode if users should be created in both Production and Training mode.
12. (Optional) Enter comments if applicable. Comments appear in the User Assignment and User Assignment by Site reports and in the User Upload Error report.
13. Click Upload.
    A confirmation email is sent with the subject, Bulk User Upload notification. If the row, User with error, is one (1) or more, view the User Upload Error report to address any import issues.