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
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article