Bulk Import of Users and Permissions
Site Administrators can bulk add Planning users and permissions in Settings > Exports & Imports. Users must first be added as Accounts in your campus' Core Data Management site. Visit Core Data Accounts for more information. This process is typically managed by an individual designated as your institution’s Data Manager or Site Administrator. If you do not have access to your institution's Data Management site, we ask that you contact your Campus Labs Consultant to request access.
Bulk User Import
You can upload users in bulk by choosing and importing a .csv file of user id's from core data. The file must contain a column with the header "ExternalId." External ID's must match those imported in Core Data.
This file can be uploaded in two places:
1. Settings > Users. When you add a user in this area, you will see options to either add a user manually or import a file of users.
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2. Settings > Exports & Imports . Site administrators can also import a file of users under "User Data" 
After uploading your file, you will see a notification that your import has been queued. You will receive a notification update in the top bar when the import has completed.
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From there, you can download a summary of the results of your import.
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Notes On Bulk User Import:
Explanation of statuses in "summary of results"
"Skipped" means the user was already in Planning at the time of the import
"NotFound" means the user is not already in Core Data
"Succeeded" means the user was added to Planning
If your file fails, check to be sure that:
You are importing a .csv file
The column header is called exactly "ExternalId." This field is case sensitive.
Bulk User Permission Import
Settings > Exports & Imports. Site administrators can also import a file of users under "Permission Data." Click on the link "csv file examples" to see more information about how this file should be set up. The headers for this file are (in order): User Id External Id User Email Address Object Type Object Id Object Name Permission Level Last Modified By Org Unit ID Department
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Example values for Template Permission
1 Id property of the Template being granted access.*
2 OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.
ExternalId | ObjectType | ObjectId | PermissionLevel | OrgUnitId |
|---|---|---|---|---|
AnonUser1 | Template | TemplateId 1 | Administrator | OrgUnitId 2 |
AnonUser2 | Template | TemplateId 1 | Contributor | OrgUnitId 2 |
AnonUser3 | Template | TemplateId 1 | Reviewer | OrgUnitId 2 |
AnonUser4 | Template | TemplateId 1 | NoAccess | OrgUnitId 2 |
*Property ID for Templates can be found in Settings > Plans, click on the Template name and it is the series of numbers at the end of the URL in your browser.
Example:
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Example values for Assessment Cycles Permission
2 OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.
ExternalId | ObjectType | ObjectId | PermissionLevel | OrgUnitId |
|---|---|---|---|---|
AnonUser1 | AssessmentCycles | Manage | OrgUnitId 2 | |
AnonUser2 | AssessmentCycles | NoAccess | OrgUnitId 2 |
Example values for Users Permission
2OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.
ExternalId | ObjectType | ObjectId | PermissionLevel | OrgUnitId |
|---|---|---|---|---|
AnonUser1 | Users | Manage | OrgUnitId 2 | |
AnonUser2 | Users | NoAccess | OrgUnitId 2 |
Example values for Documents Permission
2OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.
ExternalId | ObjectType | ObjectId | PermissionLevel | OrgUnitId |
|---|---|---|---|---|
AnonUser1 | Documents | Manage | OrgUnitId 2 | |
AnonUser2 | Documents | View | OrgUnitId 2 | |
AnonUser3 | Documents | NoAccess | OrgUnitId 2 |
Example values for Reports Permission
2OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.
ExternalId | ObjectType | ObjectId | PermissionLevel | OrgUnitId |
|---|---|---|---|---|
AnonUser1 | Reports | Manage | OrgUnitId 2 | |
AnonUser2 | Reports | View | OrgUnitId 2 | |
AnonUser3 | Reports | NoAccess | OrgUnitId 2 |
Notes on Bulk User Permission Import:
You may also export permissions from this area to use as a template.
To identify Org Unit ID's, export org unit data from Settings > Exports & Imports.