Columns needed in the CSV:
- Name (as "First Last" or "Last, First")
- Role (Defaults are: Admin, User, Read-Only User)
- User level filter
- Note: This controls what data is visible to that user, and is only available if you have Custom Roles and Locked Filters available on your account. See here for information on setting User Roles.
- If your user has more than one locked filter (e.g. they manage more than one location or team), you can include multiple values in this column by separating with a ";" (do not include a space after the semi-colon
Formatting the CSV:
The three required fields are Name, Email, and Role. The CSV above is set up with one of each of our default roles, "Admin", "User", and "Read Only."
Once the CSV has been prepared, log into AskNicely to upload these new users.
- Click Settings (cog wheel in the bottom left corner)
- Click the User drop down
- Click Users to see current user list and the importer button
- Click Import CSV button in the upper right
This will open up the User CSV Upload.
The first task is to drag and drop your file into AskNicely:
Match up the appropriate data points, confirm the matches and then run the CSV importer:
Once the importer runs, an email invitation to activate User accounts will be sent to each email address you've uploaded. You'll then see the users added to your AskNicely account:
What about invalid emails?
Users with an incorrectly formatted email cannot be imported. However, if there is a typo in the user's email, they will still be imported. This might mean that when that User will have trouble logging on with their correct email. Please check your user emails carefully
What if there are more users on my CSV than available on my account?
Once you hit your user limit, the import will stop.
What if I accidentally add the same user twice with different user roles?
The last user role that was listed in that upload is the one that will be kept in the system.
I want to update my users and their roles - can I do that by uploading a CSV with updated roles?
Yes, the uploader will add new users as well as update the User Role and/or locked filter for existing users. Updating Users by csv will override any existing User Role or Locked Filter for those Users.
Advanced User Roles and Permissions FAQ:
What if I have locked filters and accidentally misspell one of the filters?
User data points are assigned as written, so they will be assigned this misspelled data point, which means they won't see anything on their dashboard. If you have accidentally created a new - and incorrect data point, you will see the words "(no data)" next to that locked filter. Spelling is very important and the data needs to match exactly!
What if I didn't specify what filter a user should have with my locked filters?
Users without a filter specified will be able to see ALL data based on their User Role permissions, because they were not restricted to a specific data point.
Each of my users have multiple data points for locked filters; am I able to upload more than one data point for each user?
If your user has more than one locked filter (e.g. they manage more than one location or team), you can include multiple values in this column by separating with a ";" with no space after the semi-colon. Here is how it might look:
Getting your team involved is a crucial step in establishing a successful program - congrats on making this happen! If you have any additional questions, please let us know by clicking on the chat button in the bottom right of this window.