Uploads

IDM -> Uploads

This section allows a user to upload a list of identities via a .CSV file. When first loading the tab a table is displayed showing:

  • Upload Date/Time value is in UTC
  • Uploader Name The name of the user that uploaded the file
  • To Process The number of records in the list
  • Completed The number of records uploaded
  • Failed The number of records that failed to upload
  • Uploaded File A link to download the file
  • Error File A link to the records that failed to upload

Users will also have the ability to filter the list as well as sort it.

Also displayed is Last Updated which should the time the table last was refreshed. This can be refreshed manually by clicking the Reload button.

Identity Upload Screen

When a user click in the New button on the identities screen they are brought to the Identity Upload Screen. Here a user will have the ability to choose a file to upload. The file will be uploaded when the Save button is clicked. Additional options available to the user are:

  • Override: By default the identities will be associated with the Building and Company associated with the user uploading the list. Selecting this will allow you to override these defaults.
  • Send New Identities Web User Invitations: When selected new identities added via the file will be sent a email notification to setup the username nad password
  • Send Existing Identities Web User Updates: When selected existing identities updated via the file will be sent a email notification to setup the username nad password

CSV Fields

The CSV file must have the following fields in the following order:

  • EmployeeNumber
  • FirstName
  • MiddleName
  • LastName (required)
  • Gender
  • PrimaryEmail (required)
  • PrimaryPhone (required)
  • Location
  • EmployeeType
  • IdentityCategory
  • Department
  • Floor
  • StartDate
  • TitlePrefix
  • TitleSuffix
  • Title
  • IsUsCitizen
  • IsGreenCardHolder
  • VisaName
  • CountryOfCitizenship