Users must always be part of a profile to apply booking policies. You can assign users individually, but it's also possible to bulk assign a group of users to a profile saving you valuable time. In this article, we'll tackle the bulk assignment. This article will explain how to add a bigger group of users in one go to Workspace location profiles or Quota profiles using CSV import.
CSV Import
Use a CSV import to assign a group of users to specific profiles. The process is the same for workspace quota and workspace location profiles. The CSV file should consist of a list of email addresses. To import a CSV list, follow these steps (we'll use the Workspace quota profile as an example, but the same can be applied to Workspace location profiles ):
Go to Access >> Workspace quota profiles >> Edit >> Edit users.
Download the user list by clicking on "Download user list".
If the list is empty, you can use it as a template to add email addresses; if it's not, append users below the last email address.
Once your CSV file is ready, click on "Select .csv file" >> "Confirm" >> "Save.
⚠️ After uploading your CSV list, you'll see an orange disc next to the adjusted profile and the Access tab. Click "Save" to finalize.A confirmation message will appear when the change is complete.
Transferring Users
You can follow the same steps to transfer existing users into a different profile. Mapiq recognizes if an email address is already active in the profile. If not, the users are assigned to the new profile.
Managing Your CSV File
When you download your CSV file via the "Download user list" option, you'll receive a CSV file with one information column. Column A contains a header called "Email" followed by a list of email addresses. To add users, add the email addresses below the last entry. After appending and saving your CSV file, you can import it by following the earlier steps.
Users Are Not Deleted
Removing users from the CSV file and uploading an empty CSV file will not remove them from the profile. CSV imports only transfer or adds users to the profile! A CSV file is evaluated based on email addresses. Unknown email addresses are added as new users. If an existing email address is encountered and is not already part of this profile, the user is transferred.
Upload Order
If an email address accidentally exists in two CSV files uploaded to different profiles, the user is added to the profile where the latest CSV import occurred. For example, if an email address in the CSV list is imported to profile A, the user is added to profile A. If, afterward, a CSV import takes place for profile B containing the same email address, the user is transferred to profile B. A user can only exist in one profile.