SS> Utilities> User Setup
User Import Wizard
Summary
The User Import Wizard is used to import groups of Cirrus users into the User Maintenance window via .csv (comma separated value) file.
Related Links
Click here for information on User Maintenance.
Click here for information on import file layouts.
Click here for information on User Schedule Maintenance.
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 here for information on import file layouts.
- 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.
- Enter the employee number or click the search button
- 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 here for information on User Schedule Maintenance.
- 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). Click here for information on User Maintenance.