Bulk User Management

Make bulk change to user accounts.

You can edit user accounts individually or in bulk. To make bulk changes to user accounts, you will download a spreadsheet that contains a list of all the users or permissions, make changes in the spreadsheet, and then upload the spreadsheet to import the user data back to the solution.

Tip:  When editing the spreadsheet:

  • Do not change the column names.
  • Sort the spreadsheet to quickly find users.
  • Save the file in .xls, .xlsx, or .csv format.

The User List

The User List is used to:

  • Create new users
  • Update user details
  • Enable or disable user accounts
  • Change users access to solutions and Studio

Download the User List in Studio

  1. Do one of the following:

    • On the global navigation bar, click Tenant, and then click the Users tab.

    • On the navigation bar, click Security > Users.

  2. Click Download User List in the upper-right corner of the Users room to export the User List.

    Result: The User List is generated as an .xlsx file and automatically begins downloading.

Upload the User List in Studio

The uploaded Users List file can contain a maximum of 1000 user rows. If necessary, you can separate your changes across multiple files. The uploaded file can simply contain a list of users that you have created or updated. Removing rows will not impact existing users as the Users List cannot be used to delete user accounts.

Note: Changes to the User List are not subject to the project lifecycle and will automatically go into effect.

  1. On the global navigation bar, click Tenant, and then click the Users tab.

  2. Click Upload User List in the upper-right corner of the Users room to export the User List.

  3. Select the file on your computer.

    Result: A message appears to indicate whether your file was imported successfully.

User List elements

Use the following table as guidance when editing columns contained in the User List:

Column Description
Username User's email.
Employee Name User's full name.
Employee ID User's unique employee ID. This column is optional and can be left blank.
Enabled

Allow user to log on to the solution.

  • If yes, type true.
  • If no, type false.
Visier People

User has access to the Visier People solution.

  • If yes, type true.
  • If no, type false.
Studio

User has access to Studio and administrator capabilities.

  • If yes, type true.
  • If no, type false.
Profiles User's assigned profiles. You cannot use this column to change a user's profiles. To change a user's profile assignment, see Manage the profiles assigned to a user.
Permissions User's assigned permissions. You cannot use this column to change a user's permissions. To change a user's permission assignment, see Assign Permissions to a User.

For more information about bulk user management, see Create users in bulk.

The Permissions List

The Permissions List is used to:

  • Assign user permissions

Note: If the More Security Around Data Access Management feature is enabled, you will need the Super Admin permission to perform this task. Not sure if you have this feature? Reach out to your administrator. For more information, see More security around data access management.

Download the Permissions List in Studio

  1. Do one of the following:

    • On the global navigation bar, click Tenant, and then click the Users tab.

    • On the navigation bar, click Security > Users.

  2. Click the More button > Download Permissions List in the upper-right corner of the Users room.

    Result: The Permissions List is generated as an .xlsx file and automatically begins downloading.

Upload the Permissions List in Studio

The uploaded Permissions List file can contain a maximum of 1000 user rows. If necessary, you can separate your changes across multiple files. The uploaded file can simply contain a list of users that you have updated. Removing rows will not impact the assigned permissions of existing users.

Note: Changes to the Permissions List are subject to the project lifecycle and do not go into effect until you publish them.

  1. Do one of the following:

    • On the global navigation bar, click Tenant, and then click the Users tab.

    • On the navigation bar, click Security > Users.

  2. Click the More button > Upload Permissions List in the upper-right corner of the Users room.

  3. Select the file on your computer.

    Result: A message appears to indicate whether your file was imported successfully.

Permissions List elements

The Permissions List contains the following worksheets:

  • PermissionList: A list of the permissions in the solution that can be assigned to users.
  • AssignedPermissions: A list of users and their assigned permissions.

Use the following table as guidance when editing columns contained in the Permissions List:

PermissionsList worksheet

Column Description
Permission Name The name of the permission.
Permission Description A description of the permission and the security access it provides.
Permission ID The permission's reference number. To assign a permission to a user, copy the Permission ID and paste it in a column in the AssignedPermissions worksheet.

AssignedPermissions worksheet

Column Description
Username List of the users in the solution.
Permission # ID List of the permissions the user has been assigned. Each column should only contain one Permission ID.

For more information about bulk permission management, see Assign permissions in bulk.