Users can be imported into Beacon via a .csv file, eliminating the need to add users individually.
- Navigate to Admin > Organization > Users.
- Click on the
button.
- Click "Template" to download the UserImportTemplate.csv file.
- Fill out the UserImportTemplate.csv, referencing the below chart for any questions.
- Note: Do not delete any columns, even if they are not filled out, doing so will prevent the import from completing correctly.
- Note: Do not delete any columns, even if they are not filled out, doing so will prevent the import from completing correctly.
| Column | Eligible Value | Note |
|---|---|---|
| Email address* | Text | Required; Confirmation email will be sent to this email |
| First Name* | Text | Required |
| Last Name* | Text | Required |
| Scope* | Text | Required; Must match a scope defined within your organization |
| Department* | Text | Required; Must match a department defined within the current site |
| Shift* | Text | Required; Must match a shift defined within the current site |
| Layer (LPA only)* | 'L1(Supervisors)'/'L2(Managers)'/'L3(Executives)' | Required; Must match a layer defined within the current site; Provided values are defaults, Reference Admin > Organization > Layers to ensure these match |
| Role 1* | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry' | Required; Must match a role defined in Beacon |
| Role 2 (optional) | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry' | Optional; Must match a role defined in Beacon |
| Role 3 (optional) | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry' | Optional; Must match a role defined in Beacon |
| Role 4 (optional) | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry' | Optional; Must match a role defined in Beacon |
| Role 5 (optional) | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry' | Optional; Must match a role defined in Beacon |
5. Save the file as a CSV UTF-8, then browse to and upload the file to import the users.
Note: Use this page to upload excel files in old format. How to Import old excel files to Beacon