Bulk User Accounts Creation

Purpose

This document outlines the process for creating multiple user accounts simultaneously, ideal for efficiently onboarding larger groups into your application.

Prerequisites

• Administrative permissions within the user management system of your application.

• A properly formatted CSV (Comma-Separated Values) file.

Required Fields

The CSV file must include the following columns with unique values for certain fields:

• userId: A unique identifier for each user.

• role: The role or permission level assigned to the user. See "Role Types" below for details.

• email: A unique and valid email address for each user.

• password: A password of at least eight characters.

Role Types

The system supports three core user roles:

• user: Standard user with basic access and permissions.

• admin: Administrative user with elevated privileges, including the ability to manage other users.

• viewer: Read-only user, able to view data but not make changes.

Optional Fields

• firstName: User's first name.

• lastName: User's last name.

• companyName: The company the user is associated with.

• deptName: The department the user belongs to.

CSV File Format

userId,role,firstName,lastName,email,password,companyName,deptName user,user,usrname,one,[e-mail],passwordxyz,company1,dept1 adminuser,admin,usrname,two,[e-mail],passwordxyz,company2,dept2 viewuser,viewer,usrname,three,[e-mail],passwordxyz,company3,dept3

Instructions

1. Create the CSV File:

   • Use a spreadsheet program (e.g., Microsoft Excel, or Google Sheets) or a text editor.

   • Ensure the first line contains the header names as shown above.

   • Populate subsequent lines with user data, each line representing one user.

   • Make sure the 'userId' and 'email' fields contain unique values.

   • Adhere to the minimum password length of eight characters.

   • Save the file in CSV format.

2. Import the CSV File:

   • Access the designated user management section of your application.

   • Locate the "Upload" button on the “Users” page.

   • Follow the application's prompts to upload your CSV file.

3. Validation:

   • The system will check your CSV file for proper formatting and validity.

   • If errors are found, carefully review and correct the issues in your CSV file before re-uploading.

4. Account Creation:

   • Once the file is validated, the system will create user accounts as specified.

   • Welcome emails will be sent to all the users that are created.

Security Considerations

• Strong Passwords: Encourage users to change their initial passwords to more secure, unique ones upon their first login. Consider implementing password complexity requirements if possible.