Users

Import users

The Import Users screen allows you to create multiple users at once and edit existing users using a CSV file.

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Rights required : Create users in platform administration

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New in v7.8: Screen Redesign

Import performance has been improved, allowing you to import your user batches more quickly.
The password prompt during account creation is removed: users set their password the first time they log in.
Une meilleure expérience avec un écran plus moderne.

1. Download the template

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Do not change the column names in the template. The headers contain a technical identifier in square brackets (example: Login*_[1135343]). Project monitor uses this identifier Project monitor link each column to the correct attribute. If you remove or modify it, the import will fail.
The order of the columns must be strictly followed.
The file must be in the following format CSV, separator semicolon (;), encoding UTF-8.

Before importing, download the CSV template to ensure you have the correct file structure.

Click on Administration > Data administration > Imports > Users.
Click on Download model

The template file is downloaded to your computer in CSV format.

Open the file in your spreadsheet program or a text editor.

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First-time login and password setup

When a user is created (either via import or individually), a random password is automatically generated. Neither the administrator nor the user receives it.

Depending on your platform's login method, the user's first login works as follows:

SSO Login: The user logs in directly through your organization's SSO system, without having to enter a password.
Logging in with a username and password: The user clicks "Forgot Password " on the login screen. The user then receives an email allowing them to reset their password themselves, in accordance with the platform's rules.

Template Contents

The template contains 13 columns. The columns marked with an asterisk (*) are required, the others are optional.

Column	Description	Mandatory
Login	User's unique login ID.	✅ Yes
First name	User's first name.	✅ Yes
Name	Username.	✅ Yes
Description	User-provided description.	❌ No
Function	Job title or position title.	❌ No
Mail	The user's email address. Used for notifications and to send the initial access link.	✅ Yes
Company	structure link Engineering Company.	❌ No
Standard telephone	Main phone number.	❌ No
Office phone	Office phone number.	❌ No
Cell phone	Cell phone number.	❌ No
Opening Date	The date on or after which the user can log in. Must be in the DD/MM/YYYY format.	❌ No
Closing date	The date after which the user can no longer log in. Must be in the DD/MM/YYYY format.	❌ No
managed resource	managed resource login for the managed resource , if applicable. Please fill in `TRUE` or `TRUE` To enable resource creation; leave blank otherwise.	❌ No

2. Import the template

Once the file is complete, import it to create the users.

Click on Administration > Data administration > Imports > Users.
Click in the drop-off area or drag and drop your file .csv.

The selected file is displayed in the box.

Click on Import.

The import is starting. Once it is complete, a message will appear.

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For each valid line, a user is created on the platform.

You can find him in the list of users (Administration > User settings > User management > Users).

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Possible messages

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Importing the same file twice no longer deletes users as of version 7.8.