Adding/Importing Users

How to add a new User to your Organization

1. From the Menu click to Organization Button,
2. On the opened page, click on Users box,
3. On the opened Users page, click on the red circle button on bottom right.
4. On the popup menu, click on Add New User button to go to New User Creation Form

Required fields to create a new User :

• Full Name
• Username
  • Username should be unique.
  • You cannot use the same Username again even if you have deleted that User.
• Password
• Folder

Please note that when creating a new User :

• To send e-mail to the users via the system, the e-mail address of the relevant user must be registered.
• When creating a new user, you can create it as active or passive.
  • Only active users can login.

Import Users via Plain Text

How to go to Import Users page:

1. From the Menu click to Organization Button,
2. On the opened page, click on Users box,
3. On the opened Users page, click on the red circle button on bottom right.
4. On the popup menu, click on Import Users button to go to Import Users page.

How to add Multiple Users by Typing:

1. Open the Import Users page.
2. Click on the Import users by pasting plain text button.
3. Import Users text box will appear which you can enter User information.

Required fields:

• Full Name
• Username
  • Username must be unique.
  • Same Username cannot be used even if the User, who was using the Username, has been deleted.
• Password
• Folder Name

Please note when creating Multiple Users by Typing:

• If you want to be able to send an email to the Users later through the System, you need to enter a valid email address for that User.
• You cannot set Active-Status, Roles and Tags from this field.
  • All the Users who are created through this process are created as Active, Regular User with no User Tags.
  • To change these values, you need to update the Users info afterwards.
• Every individual User’s info should have its own new line.
  • Every value on the same line is treated as it’s been input for a single User.
• You need to separate each value by a comma (,):
  • First type the Full Name and add a comma,
  • Then type the Username and add a comma,
  • Then type the Password and add a comma,
  • Then the E-mail address and add a comma,
  • Finally type the Folder name without adding any punctuation mark.

EXAMPLE:

You can create 4 unique Users if you type the values below to the Import User text box:

In the next screen, you will be asked to confirm the following fields:

• fullname: Full Name
• username: Username
• password: Password
• email: E-mail Address
• folder name: Folder Name

If the fields are selected correctly, then to go to next step:

1. Click on Continue button,
2. You will see a preview of the Users.
   1. The values you entered will be shown to you as on a table.
3. If there are errors, you can go back by pressing the Back button and correct them.
4. If everything is in order, you can click on Continue button and go to next step.
5. In this page, the values you entered will be compared to the values already in the System.
6. If everything is in order, you can create your new Users by clicking on Save button.

Importing Users via JSON

How to go to Import Users page:

1. From the Menu click to Organization Button,
2. On the opened page, click on Users box,
3. On the opened Users page, click on the red circle button on bottom right.
4. On the popup menu, click on Import Users button to go to Import Users page.

To import Users in Bulk with JSON click on Select File button and select the JSON file you prepared from your computer.

Below is the sample JSON File that you can use this structure to create your own:

Download file

The above example is used to create a single User. You can inspect the JSON file to create your own.

You can use these JSON properties:

• username: User’s username
• password: User’s password
• fullname: User’s full name
• email: User’s contact e-mail address (to send invitation e-mails)
• active: Active/Passive status of the User
  • true (User is activated: can login)
  • false (User is passive: cannot login)
• roles: User’s role in your Organization. A User can have multiple Roles.
  • USER (Regular User)
  • EDITOR (Editor)
  • OPERATOR (Operator)
  • MANAGER (Manager)
  • QUESTION SUBMITTER (Question Submitter)
  • QUESTION BANK SUPERVISOR (Question Bank Supervisor)
  • Special (Special)
• tags: User’s Tag Name(s) and Tag Value(s). A User can have multiple Tags.
  • Department
  • Section
  • Group
  • Category
  • Position
  • Class
  • Source
• folder: Name of the folder that the user will be placed.