Import and Update Users

Import a List of Users

  1. Click the Example .csv button to save an example CSV file to disk which will contain the expected columns for the update.

  2. Using the example CSV file saved above as a template, create a CSV file that includes a row with the expected headers as well as a row providing the properties for each user being updated.

  3. Click the Browse button to select the source CSV file.

  4. Click Update Users to begin the update process.

  5. Once the update has completed, you are automatically prompted to save a "results" file that will contain all of the original user information present in the source CSV file as well as additional properties indicating whether or not the update was successful as well as any errors that may have occurred.

Updating a List of Users

  1. Click the Example .csv button to save an example CSV file to disk which will contain the expected columns for the update.

  2. Using the example CSV file saved above as a template, create a CSV file that includes a row with the expected headers as well as a row providing the properties for each user being updated.

  3. Click the Browse button to select the source CSV file.

  4. Click Update Users to begin the update process.

  5. Once the update has completed, you'll automatically be prompted to save a "results" file that will contain all of the original user information present in the source CSV file as well as additional properties indicating whether or not the update was successful as well as any errors that may have occurred.

Properties Present in the CSV File

AutoGeneratePassword Specifies whether or not AssureSign should automatically generate a new password for the user.
ContextIdentifier Specifies the unique API identifier for the account to which the new user will be added.
FirstName Specifies the first name of the user.
LastName Specifies the last name of the user.
NewUsername Optionally specifies a new username (email address) for the user. If left blank, the user's username will remain unchanged.
Password Optionally specifies a password for the user. If left blank, the user's password will remain unchanged.
Role Specifies the name of the role in the target account to which the user will be assigned. This property must be an exact match for a unique role already defined in the target account.
SendCredentials Specifies whether or not AssureSign should send an email to the user in order to provide him or her with the required login information.
Username Specifies the existing username (email address) for the user.