Batch Create Users

When you want to create multiple users it is convenient to use the Batch Create Users wizard. This wizard lets you create multiple users and at the same time also define the user settings which should be equal for all the users. The wizard has 4 steps described below. You can always cancel the operation before you click finish or go back to change something in the previous step.

1. In the first page you enter the User ID:s and names for all the user you want to create, typically you create the users in batches such that all users in the same batch should have quite similar settings. You can click finish to create the users or click next to continue to do further configuration. User ID:s, names and Directory ID:s can be imported from file. Click on the "Import from File..." link and select a file from the file system. Accepted file formats are .xml and .txt. A txt file should have the User ID , Name and Directory ID separated by ";" Each line in the txt file should consist of <USER ID>;<NAME>;<DIRECTORY ID> like JOSMCO;John Smith;JOSMCO. An xml file using the standard format as when exporting spreadsheets into xml where the first column is the User ID, the second is the Name and the third column is the Directory ID will also be accepted.
2. Select whether the user should be active, a person should be created and if a database account should be created. You can click finish to create the users or click next to continue to do further configuration.
3. In this step you can manage all settings available in the User Settings tree in the User form like Permission Sets, available Companies and Sites, Business roles etc. You can click finish to create the users or click next to view a summary of the users that will be created.
4. This page shows a summary of the users that will be created. Clicking on Finish will create these users and cancel will close the wizard without creating any users. You can also go back to change any settings in previous steps.