Access Manager actions using CSV Upload

Access Manager actions using CSV Upload

Last updated: 2023-11-28 21:40

Table of contents

How to create accounts 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 create users 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 accounts 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.

Creating pre-approved accounts in batch (Healthstat)

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:

Use the schema file to validate the csv:

ATTENTION:

User roles and corresponding values

To complete the value for the “role” header, 4 different variables are possible:

  • DATA_PROVIDER_HOSPITAL = Data Provider / Hospital
  • DATA_PROVIDER_INDIVIDUAL = Data Provider / Individual
  • SPONSOR_SPONSOR = Sponsor
  • SPONSOR_INDIVIDUAL = Sponsor / Individual

Make sure to use "healthstat" as value for the "app" header.

Additional tips

  • When adding an Author group, it needs to exist, or the line will be skipped.
  • Avoid using Excel as this can lead to unwanted formatting.
  • Make sure that you have placed the quotes correctly.

Then, make a selection in the Approval State toggle underneath.

  • Create as awaiting approval: With this option the accounts will receive the status Approval and will be set ready for the Access Manager to be Approved.
  • Create as pre-approved: With this option the accounts will receive the status Approved and will be uploaded directly without further interference by the Access Manager (e.g. confidence in content quality is very high)

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

Return to Table of contents

How to approve an account request 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.

Creating pre-approved accounts in batch (Healthstat)

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:

Use the schema file to validate the csv:

ATTENTION:

User roles and corresponding values

To complete the value for the “role” header, 4 different variables are possible:

  • DATA_PROVIDER_HOSPITAL = Data Provider / Hospital
  • DATA_PROVIDER_INDIVIDUAL = Data Provider / Individual
  • SPONSOR_SPONSOR = Sponsor
  • SPONSOR_INDIVIDUAL = Sponsor / Individual

Make sure to use "healthstat" as value for the "app" header.

Additional tips

  • When adding an Author group, it needs to exist, or the line will be skipped.
  • Avoid using Excel as this can lead to unwanted formatting.
  • Make sure that you have placed the quotes correctly.

Then, make a selection in the Approval State toggle underneath.

  • Create as awaiting approval: With this option the accounts will receive the status Approval and will be set ready for the Access Manager to be Approved.
  • Create as pre-approved: With this option the accounts will receive the status Approved and will be uploaded directly without further interference by the Access Manager (e.g. confidence in content quality is very high)

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

Return to Table of contents

How to remove an account using CSV Upload?

An Authenticated User is not able to carry out this action.

How to restore an account using CSV Upload?

An Authenticated User is not able to carry out this action.

How to create users using CSV Upload? (own orgs)

Video available here

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 Users and Bulk upload successively.

The Users Batch Creation page appears.

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

Use the schema file to validate the csv example file:

ATTENTION:

User roles and corresponding values

To complete the value for the field “role”, 2 different variables are possible:

  • access_manager
  • default

Additional tips:

  • If the user already exists, the line will be skipped.
  • Avoid using Excel as this can lead to unwanted formatting.
  • First_name and Last_name need to be capitalized.
  • Make sure that you have placed the quotes correctly. If the values have no comma, you can also leave out quotes.

Abbreviations used in csv bulk upload files

  • ssin: Social Security Identification Number - Numéro d’identification de la sécurité sociale (NISS) - IdentificatieNummer Sociale Zekerheid (INSZ)
  • org_nihdi: National Institute for Health and Disability Insurance number of your organization (RIZIV/INAMI number)
  • nihdi: your personal National Institute for Health and Disability Insurance number (RIZIV/INAMI number)
  • app: application such as HD4DP, Healthstat
  • project_code: code of the healthdata.be Business Project, e.g. HDBP0001 for Belgian Cystic Fibrosis Registry (BCFR)

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

Return to Table of contents

How to change user type to Authenticated user using CSV Upload?

An Authenticated User is not able to carry out this action.

How to change user type to Manager using CSV Upload?

An Authenticated User is not able to carry out this action.

How to change user type to Administrator using CSV Upload?

An Authenticated User is not able to carry out this action.

How to reset the password of an account using CSV Upload?

An Authenticated User is not able to carry out this action.

This documentation is being updated regularly. We try to provide as correct, complete and clear as possible information on these pages. Nevertheless, if you see anything in the documentation that is not correct, does not match your experience or requires further clarification, please create a support ticket via our portal (https://healthdatabe.atlassian.net/servicedesk/customer/portals) or send us an e-mail via support.healthdata@sciensano.be to report this documentation issue. Please, do not forget to mention the URL or web address of the page with the documentation issue. We will then adjust the documentation as soon as possible. Thank you!