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Importing Users

Introduction

Creating a large number of users? Using our Import Users feature, you can create a large number of users in Zahara at the same time. This is perfect for initial setup as well as to assist in the expansion of your business in Zahara.

Getting started

Navigate to the Tenancy Admin page. This can be found by clicking ‘Settings’ under the ‘Admin’ drop down menu in Zahara.

Scroll down to the list of users currently in the tenancy, and press the button on the right side of the panel:

the Import users button on the tenancy admin page

This will create a pop-up box where you can download a template CSV file, and import the document. Click the Download Template button in the bottom left.

import box for creating users

 

Configuring the CSV

Image of the import spreadsheet

 

Now you have a copy of the template, you can begin to enter in the users you wish to add. The first three columns are required fields- these must be complete for a successful import. 

  1. First Name – Required
  2. Last Name – Required
  3. Email – Required. Ensure this is not an existing email address in Zahara. If it is an email that has been previously used in Zahara, please contact our Support Team to request a user email to be recycled.
  4. Job title – This can be anything you wish.
  5. AD User – Please ignore this field for now, it has no current usage in Zahara.
  6. Telephone
  7. Username – Used to log in to Zahara
  8. Default Business Unit – The Business Unit that will be open when a user logs into Zahara
  9. Tenancy Admin- Enter ‘True’ into this box to make the user a Tenancy Admin. This will grant the user broad privileges across Zahara including access to the Admin panel.
  10. Permissions – This is slightly more complex! Please see below for more information.

Ensure the ‘CSV has headers’ box is checked after importing the file to ensure that the document is read correctly.

Importing Permissions

Below is an example string that shows the formatting for the permissions cell per user.

[BG]CUDV-[BD]CUDV-[BS]CUDV-[BU]CUDV-[CC]CUDV-[DS]CUDV-[IN]CUDV-[NC]CUDV-[PR]CUDV-[P]CUDV-[PJ]CUDV-[PO]CUDV-[R]CUDV-[S]CUDV-[TC]CUDV-[U]CUDV

This might seem complicated, but do not worry! It directly refers to this permissions panel for each user:

user permissions panel in Zahara

 

 

The above example essentially grants the user every permission. The two letters within the square brackets are the ‘row’ of this table:

Business Budget ([BG]), Business Division ([BD]), Business Settings ([BS]), Business Unit ([BU]) and so on.

The four letters immediately after the code are the vertical columns. The C refers to the Create permission, the U refers to the Update permission, and D and V refer to Delete and View respectively. 

For each user, you will need to adjust this format to represent the permissions needed for each user. For example, if I wanted a user to be able to Create, Update, and View, but not Delete, for a row, you would include only the two letter code, followed by ‘CUV’ (e.g [IN]CUV). Each section must be separated by a hyphen.

Below is an example import string for a user with a more complex permission requirement in their business:

[BG]-[BD]V-[BS]-[BU]V-[CC]CUDV-[DS]V-[IN]CUDV-[NC]CUDV-[PR]CUDV-[P]CV-[PJ]V-[PO]CUV-[R]CUDV-[S]V-[TC]V-[U]

When imported, the user permissions will look like this:

Imported permissions for new user

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