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    Create Users in Batch

    You can also create Microsoft 365 users in batch. To do this, you must download a CSV template from DocAve, add the users’ information into the CSV file, import the CSV file back into DocAve, and configure other related settings.

    Click Create under the Management tab and select Create Users in Batch. The Create Users in Batch interface appears:

    1. To prepare a CSV file with users’ information, complete the steps below:

      1. Click Download CSV Template on the ribbon or click the download link in the Import Users field. The Download Template window appears.

      2. Configure the export settings in the Download Template window, and click OK to download a zipped folder containing a CSV template.

      3. Extract the downloaded zipped folder. Open the CSV template and enter the users’ information.

      4. Save the CSV file.

    2. To import the configured CSV file, click Browse in the Import Users field and select the CSV file to import.

    3. Configure the following settings in the Create Users in Batch page:

      • Temporary User – Temporary users will be deleted when they have expired. If you want to make these users temporary users, select the Make user expire in … checkbox and configure the users to expire in a defined number of days, weeks, or months.

      • Roles – Choose whether or not to assign administrator access to these users. By default, the Yes option is selected, and you can select from Global Administrator, Service Administrator, User Management Administrator, Password Administrator, and Billing Administrator. If you do not want to assign administrator access to these users, select No.

      • Usage Location – Select a usage location for these users.

      • Notification – There are two notification settings:

        • Send results in email – If you want to send the job report via email of creating these users, select the Send results in email checkbox and select an email notification profile. For more information on working with notification policies, refer to the Control Panel Reference Guide.

        • Make this user change their password when they first sign in – If you want these users to change their passwords when they sign in for the first time, select the Make this user change their password when they first sign in checkbox.

      • Licenses – The number of available licenses is displayed. Select the licenses to assign to these users. If necessary, select the License will expire in … checkbox to configure a license to expire in a defined number of days, weeks, or months.

      • Applications – Select applications for these users to access. To select all of the displayed applications, select the Select all checkbox.

      • Groups – Enter group names or select a group set to add these users to these groups. After selecting a group set, you can click the View link to view or edit this group set.

    4. Click Save to run a job for creating these users in batch.

    To view the job progress and details, go to Job Monitor. If the job is in Failed or Finished with Exception status, you can select the checkbox next to the Job ID and click Start on the ribbon to rerun this job.