Note: A super admin will need to set up, as the option doesn't show for non super admins

In order to set up users with specific roles as part of the import, you'll need to set-up your CSV in the following way:


  1. Set-up “Create User” column: For each target you want to have a corresponding user, or update an existing user, column "Create User" needs to be set to "y". If it's not set or set to "n", then no update will be applied. The roles will be attached to the user's branch.

  2. Set-up “Create User Role Slugs” column and assign role identifiers: Specify the role in the column "Create User Role Slugs" with one of the role identifiers (see available identifiers in the table at the bottom of the page) for each respective user you are uploading. If a role isn't specified then no change will happen. If the column is set to "_remove", then it will remove all roles from the user, effectively meaning they can't access the platform.

The table below demonstrates this process of assigning and updating roles via CSV:


  • The second row would set a super admin

  • The third would do nothing

  • The fourth would remove all roles from an existing user

  • The fifth would do nothing because Create User = 'n'.


Here is the list of the available role identifiers that you can assign in your CSV: 

full-rep-role

non-admin-staff-role

comms-rep-role

volunteer

pilot-tester

admin

co-ordinator

super-admin