Users can be imported into EASE via a .csv file, eliminating the need to add users individually.

  1. Navigate to Admin / Organization / Users.
  2. Click on the Import Users button.
  3. Click "Template" to download the UserImportTemplate.csv file.
  4. Fill out the UserImportTemplate.csv, referencing the below chart for any questions. 
ColumnEligible ValueNote
Email address
TextRequired 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 NameTextRequired
Last NameTextRequired
Title
Text
Optional
ScopeTextRequired; Must match a scope defined within your organization
DepartmentTextRequired; Must match a department defined within the site column
ShiftTextRequired; 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