Table of Contents

Steps to import

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CSV

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Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table below.
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? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations
Identifier	Number	No	DependsYes	System auto-generated unique number for every user.		Mandatory while updating roles if the Email Id column is blank.
Email Address	String	Yes	Yes	Email address of the user to which role has to be added.
Role#1#Name	String	Yes	No	A role that is to be assigned to the user.	Administrator Coordinator Principal Investigator Researcher Technician Tissue Banker
Role#1#Site Name	String	Yes	No	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. You can add "All Current and Future" to update all sites.
Role#1#CP Short Title	String	Yes	No	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. You can add "All Current and Future" to update all sites.

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