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title	Steps to import users...

Click on 'Download Template File' to download the template file from the 'Import Users' page.

Enter all valid data in the template file as mentioned in the below table.
Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to create users or 'Update' to update users.
Click on the 'Validate and Import' button.
Refer to 'Import status' to check the status of the import job.

Column	Datatype	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations
Identifier	Number	No	Yes	System auto-generated unique number for every user.		It should be left blank during add, and this will be used only for updating the user details like email/login name.
Last Name	String	Yes	No
First Name	String	Yes	No
Domain Name		Yes	No	LDAP or Identity provider	"openspecimen" - if using inbuilt LDAP	Default value: 'openspecimen'
Login Name	String	Yes	No			Should be unique within the chosen domain
Email Address	String	Yes	Yes			Should be unique within the system
Institute	String	Yes	No
Primary Site	String	No	No	This field is only for information and not used for privileges checking.
Type	String	No	No	Type of the user. The user can be a super admin or institute admin or Regular or NONE.	SUPER INSTITUTE CONTACT REGULAR / NONE	The value CONTACT is added since v6.1 to designate users that are contacts who will not be using OpenSpecimen app. Admins can assign different roles to the users with the 'REGULAR' type. If you leave this column blank, it will create the user as a regular user.
Activity Status (v7.0)	String	No	No	Activity status for the user	Active / Disabled	Use 'Disabled' to delete the users.
Address	String	No	No
Phone Number	String	No	No
Disable Email Notifications	String	No	No	A disabled individual email notification	Yes / No

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Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table.
Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to add or 'Update' to update user roles.
Click on the 'Validate and Import' button.
Refer to 'Import status' to check the status of the import job.

Column Name	Datatype	Mandatory?	Description	Permissible Values
Identifier	Number	Depends	System auto-generated unique number for every user.
Email Address	String	Yes	Email address of the user to which role has to be added.
Role#1#Name	String	Yes	A role that is to be assigned to the user.	Administrator Coordinator Principal Investigator Researcher Technician Tissue Banker
Role#1#Site Name	String	Yes	The site to which the role is applicable.	Enter a valid site name or leave blank to set for "All Current and Future". Add an extra column for the user role on multiple sites. E.g. Role#2#Site Name, Role#3#Site Name, etc. To update with all sites, you can add "All Current and Future".
Role#1#CP Short Title	String	Yes	Collection protocol to which the role is applicable.	Enter a valid collection protocol name or leave blank to set for "All Current and Future" Add an extra column for the user role on multiple CPs. E.g. Role#2#CP Short Title, Role#3#CP Short Title, etc. To update with all CPs, you can add "All Current and Future".

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