Summary

The User Import Wizard is used to import groups of Cirrus users into the User Maintenance window via .csv (comma separated value) file.

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 Cirrus users into the User Maintenance window.

2     Select the import file. 

• Click the View/Layout 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.
• Click the BROWSE button to navigate to the import file or drag and drop the import file to the right of the button.
• A File uploaded successfully message will display in green when the upload is complete.

3     Select, edit and import the new users.

• The data grid below 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.
• The Email / User Name field will display the email address or user name specified on the import file. This field cannot be edited.
• Edit the Description field if desired.
• The Employee Number field is used to associate the user with an existing employee number.
  • Enter the employee number or click the search button to choose one from a list.
• Check the Use Scheduling toggle next to each user that should be included in the Cirrus 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 Save button to complete the user import process.
• The imported users will now be displayed on the User Maintenance window (SS> Security> User).