Create application identities for multiple users with a CSV file

This article is about the EY Catalyst Client Admin Console.

Important: You will only be able to import a list of users for a particular area, application identity and role at a time.

Example: For the Smart Deployment Console, you can import a list of all users who are Implementation Task Force (ITF) practice leaders at ‘Warehouse A’. However, you will need to import users who are Site Facilitators at ‘Warehouse A’ in a separate list.

1. Select the Users tab.
2. Select the Options button above the Users list and select Import Users.
3. Next select Download Template (on the upper-right side of the Import Users screen).
4. Save the ImportUsers_Template to your computer as an unformatted CSV file and complete for each user as follows:
• Organizational Email Address – Enter the user’s organizational email address.
• First Name – Enter the user’s first name.
• Last Name – Enter the user’s last name.
• Comments (optional) – Enter any comments that may be relevant.
• Training access – Enter ‘True’ if the User should have access to training material in the Smart Deployment Console; alternatively enter ‘False’.
5. Save and Close the template.
6. In the Import User dialog box, select Select File to upload the completed CSV template. Then complete the following information:
• Area – Select the area the users belong to.
• Application – Select the application they need to access.
• Role – Select the role used for the application.

     7. Next select Import Users.