User actions using CSV Upload

Last updated: 2023-10-03 16:10

How to create an account using CSV Upload?
How to approve an account request using CSV Upload?
How to remove an account using CSV Upload?
How to restore an account using CSV Upload?
How to change user type to Access manager using CSV Upload?
How to change user type to Authenticated user using CSV Upload?
How to change user type to Manager using CSV Upload?
How to change user type to Administrator using CSV Upload?
How to reset the password of an account using CSV Upload?

How to create an account using CSV Upload?

The Access Manager profile page

The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.

Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.

Click on Manage to the top left of the screen, so that EAM appears. When hovering over this, the items EAM Users and EAM Accounts become visible. Click on EAM Accounts and Bulk upload successively.

The Accounts Batch Creation page appears.

Select a valid .csv file on your system to upload or use the following example file:

hd_eam_accounts_example Download

Use the schema file to validate the csv:

hd_eam_accounts_schema file Download

Then, select the Approval State in the toggle underneath.

Create as awaiting approval: accounts in batch with the status Approval, ready to be Approved by the Access Manager
Create as pre-approved: create accounts in batch with the status Approved, for direct upload, e.g. when confidence in content is very high and no check is considered necessary

Finally, run the batch creation by clicking on the corresponding button.