Table of Contents

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  1. Preface
  2. Introduction
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

Validate and Import CSV File

Validate and Import CSV File

  1. On the Import Web Users page, specify the following:
    Import From
    The CSV file can be imported from either a file on the end user’s PC or a file on the
    Managed File Transfer
    server.
    Input File
    The path or location of the CSV file containing the import information.
    Web User Template
    The Web User Template to use for authentication, permissions and groups, IP filters and account status settings. The selected Web User Template is used if no template is specified in the CSV file.
  2. When complete, click the
    Validate and Import
    button.
  3. The Import Web Users dialog box opens, providing the results of the validation. The Input Row number corresponds with the row that contains the information in the CSV file. If the validation process detects an error or inconsistencies, the dialog box provides a message with what caused the error.
    • If no errors were found, click the
      Import
      button to create the Web User accounts.
    • If errors were found, click the
      Cancel
      button and then correct the specified errors in the CSV file.

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