Summary

The User Import Wizard is used to import groups of Springbrook users into the User Maintenance window via .csv (comma separated value) file or LDAP (Lightweight Directory Access Protocol).

Step by Step

1     Open the User Setup window (SS> Utilities> User Setup).   

• The User Setup window is an import wizard that is used to import a list of Springbrook users into the User Maintenance window.

2     Select the import file type and browse to the file.

• Select the desired import file Type from the drop-down menu.
• Select File to import the users in a standard .csv (comma separated value) file format.
  • Click the Next button to continue to the file selection step.
  • Enter the File Name in the field or click the field label to browse to the file.
  • Click the View File Format button to display the expected .csv file layout.
    • The expected import will include the User Name, Description, Employee Number, Email Address and Use Scheduling status.
• Select LDAP to import the users via Lightweight Directory Access Protocol.
  • Click the Next button to continue to the LDAP server selection step.
  • Enter the name of your organization's LDAP Server.
• Click the Next button to continue to the edit step.

3     Select, edit and import the new users.

• The User Setup window will now display all of the users included in the import file that met the format requirements for importing.
• Check the Selected toggle next to each user you would like to include in the import.
  • When importing via .csv file, all users are selected by default. When importing via LDAP, no users are selected by default.
    • Press CTRL and use the mouse to highlight multiple users. Press SHIFT and use the mouse to highlight a range of users. Once all of the desired users are highlighted, press SPACE to select the users.
• The User Name field will display the user name specified on the import file. This field cannot be edited.
• Edit the Description and Email Address fields if desired.
• The Employee Number field is used to associate the user with an existing employee number.
  • Enter the employee number or click the Ellipsis icon to choose one from a list.
• Check the Use Scheduling toggle next to each user that should be included in the Springbrook scheduling system.
  • Only imported users with "True" in the Use Scheduling column of the import file will be checked.
  • User schedules are created and maintained on the User Schedule Maintenance window (SS> Maintenance> User Schedule).
• Click the Finish button to complete the user import process.
• The imported users will now be displayed on the User Maintenance window (SS> Security> User).