Users can be imported into EASE via a .csv file, eliminating the need to add users individually.
- Navigate to Admin / Organization / Users.
- Click on the Import Users button.
- Click "Template" to download the UserImportTemplate.csv file.
- Fill out the UserImportTemplate.csv, referencing the below chart for any questions.
| 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 | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager' | Required; Must match a role defined in EASE |
| Role 2 | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager' | Optional; Must match a role defined in EASE |
| Role 3 | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager' | Optional; Must match a role defined in EASE |
| Role 4 | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager' | Optional; Must match a role defined in EASE |
| Role 5 | 'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager' | Optional; Must match a role defined in EASE |
| AdditionalRole 1 | 'Mitigation Manager' / 'Mitigation Admin' | Optional; Must match an additional role defined in EASE |
| AdditionalRole 2 | 'Mitigation Manager' / 'Mitigation Admin' | Optional; Must match an additional role defined in EASE |
5. Save the file as a CSV UTF-8 or XLSX then browse to add or drag and drop it to import the users.
Note: Use this page to upload Excel files in the old format. How to Import old excel files to Ease Audits