Uploading Users

Modified on Tue, 21 Nov, 2023 at 2:54 AM

EASE offers a streamlined process for uploading users into EASE.

To access this functionality, navigate to Organization > Users and click on the upward facing arrow near the top right of the page.

In this menu, click on the blue XLSX button to access EASE's uploading users template.

The template should look like this:

For certain columns, the template will provide a dropdown menu with the eligible values to be used.

Reference the table below when inputting values specific to the organization.

Column	Eligible Value	Note
Email address	Text	Required; if no username is entered, a confirmation email will be sent to this email
Username	Text	Only available if this feature is enabled for your account. Must be unique to your account. Required if no email is entered.
Temporary password	Text	Only available if this feature is enabled for your account. Required if username is entered.
First Name	Text	Required.
Last Name	Text	Required.
Title	Text	Optional.
Scope	Text	Required; Must match a scope defined within your organization.
Department	Text	Required; Must match a department defined within the site column.
Shift	Text	Required; Must match a shift defined within the site column.
Site	Text	Required: Must match a site in the organization tree.
Layer (LPA only)	'L1(Supervisors)'/'L2(Managers)'/'L3(Executives)'	Required; Must match a layer defined within the site column. Provided values are defaults, Reference Admin / Organization / Layers to ensure these match.
Role 1	Available from dropdown: 'OrgAdmin'/'SiteAdmin'/'AssessmentAuthor'/'Assessor'/'Manager'	Required; Must match a role defined in EASE.
Role 2	Available from dropdown: 'OrgAdmin'/'SiteAdmin'/'AssessmentAuthor'/'Assessor'/'Manager'	Optional; Must match a role defined in EASE.
Role 3	Available from dropdown: 'OrgAdmin'/'SiteAdmin'/'AssessmentAuthor'/'Assessor'/'Manager'	Optional; Must match a role defined in EASE.
Role 4	Available from dropdown: 'OrgAdmin'/'SiteAdmin'/'AssessmentAuthor'/'Assessor'/'Manager'	Optional; Must match a role defined in EASE.
Role 5	Available from dropdown: 'OrgAdmin'/'SiteAdmin'/'AssessmentAuthor'/'Assessor'/'Manager'	Optional; Must match a role defined in EASE.
AdditionalRole 1	Available from dropdown: 'Finding Manager' / 'Finding Admin'	Optional; Must match an additional role defined in EASE.
AdditionalRole 2	Available from dropdown: 'Finding Manager' / 'Finding Admin'	Optional; Must match an additional role defined in EASE.

Once completed, save this worksheet as a CSV or XLSX file, then navigate back to the Upload Users menu and select Browse File.

Search for the correct file and click upload.

If this list of Users fails to upload, EASE will provide an error message with the reasoning for the upload failure.

Error Message	Reasoning
Shift not found. Name must match an existing Shift in the provided site.	Fields must match existing values for Shift.
Department not found. Name must match an existing Department in the provided site.	Fields must match existing values for Department.
Layer not found. Name must match an existing Layer in the provided site.	Fields must match existing values for Layer.
At least one role is required.	No role has been assigned to this user.
Shift fields are required.	Each user must have an assigned Shift.
Department fields are required.	Each user must have an assigned Department.
Layer fields are required.	Each user must have an assigned Layer.