CircleHD
  • CircleHD Help guide
  • GETTING STARTED
    • What is CircleHD?
    • How to Signup?
    • How to Sign In?
    • How to Sign In With MFA Token?
    • How to Setup Account & Profile?
    • How to Reset Password?
    • System FrontPage
    • How To Search All Portal Videos?
    • How to Open My History List?
    • How to Logout?
  • MANAGING VIDEO CONTENT
    • How to upload a Video?
    • How to Edit/Delete an Existing Video?
    • How to Share a Video?
    • How to Record a New Video?
    • Recording Screen + Camera (Picture in Picture) for effective training
    • How to Open My Favorites List?
    • How to Add a Video to Favorite?
    • Video Player controls
    • Import Video, Media or Content from External Sources into CircleHD Portal
    • How to Post Comments And Rating?
    • What are the supported Video File Formats?
    • How to replace an existing video?
    • Embedding Videos
    • How to secure Video / Media access using SSO Access Control List (ACL)?
      • Video Analytics
  • CHANNELS
    • What is Channels List?
    • How to View Channel Content?
    • How to Create New Channel?
    • How To Edit Channel?
    • How To Delete Channel?
    • How To Subscribe/Unsubscribe to a Channel?
    • What is a Private and Public Channel?
    • How to add Co-Owner to Channel?
    • How to secure view access to a Channel using SSO Access Control List?
  • PLAYLISTS
    • How to see the quiz statistics
    • What is The Playlist?
    • How to Create a New Playlist?
    • How to create a quiz in a playlist
    • How to assign a playlist with quiz to a user
    • How to Share Your Playlist ?
    • What is The Difference Between a Channel and a Playlist?
    • How to Share Your Playlist to External Users/Customers?
    • How to Change The Order of Videos Within a Playlist?
    • How to Make a Playlist Public?
    • How to see playlist statistics.
    • How to Delete a Playlist?
    • How to attempt an assigned quiz?
    • How do I Delete Videos from Within a Playlist?
  • PODCAST
    • How to Create / Update / Delete a Podcast Show?
    • How to secure a Podcast Show?
    • How to Create / Update / Delete Podcast Episodes?
    • How to navigate to a Podcast?
    • How to subscribe to a Podcast Show?
    • How to share Podcast internally and externally?
    • How to view Podcast usage and analytics?
  • COURSES
    • What are Courses in CircleHD?
    • How to create a new Course?
    • How to assign a course?
    • How to view Stats for Courses?
    • How to view course assigned to you?
    • How to view all courses assigned to you?
  • COACH
  • MANAGEMENT
    • DEVELOPERS SDK
      • Developer Documents
    • Advanced
    • Enable / Disable Email Notifications
    • ANALYTICS
      • How to Open System Dashboard?
      • How to Open Media Reports?
      • How to Monitor the Views?
    • INTEGRATION PARTNERS
      • SCIM Integration
      • Google SSO Integration
      • Zoom Integration
        • Installation Steps
        • Uninstall Steps - Zoom Integration
      • Slack Integration
      • Salesforce Appexchange Integration
    • How to create Groups?
    • SETTINGS
      • Portal Settings
      • Security Settings
      • Steps to Integrate SSO with CircleHD
      • Advanced Meta-Data
    • How to Manage Portal Users?
    • How to add users in bulk to the Portal?
    • How to Manage Portal Media?
    • How to Invite Users to The Portal?
    • How to use Full Text Search and custom fields for Content Discovery
    • SSO Key Rotation
  • MOBILE APPS
  • SUPPORT
    • Support Matrix
    • Contact CircleHD
  • FAQs
  • BILLING
  • Change Logs
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  1. MANAGEMENT

How to add users in bulk to the Portal?

PreviousHow to Manage Portal Users?NextHow to Manage Portal Media?

Last updated 4 years ago

If an enterprise needs to add hundreds or more users quickly, manually adding them is not a scalable option. To make this easier for enterprises, CircleHD portal allows adding users in bulk using a CSV file format. This can be done by Admins only.

1. To import multiple users, Bulk Import option is available.

2. You can click on the "template" link to download the csv format. Once downloaded, create a list of all users in this csv format, by exporting users from your existing employee management system.

3. Please refer to table below to understand options in the CSV file.

Field

Values

Comments

email

users email

status

enable - to enable a disabled user

delete - to delete an existing user

disable - to disable / deactivate existing user

password

Password

fname

First name

SSO Attribute

lname

Last name

SSO Attribute

display_name

display name

SSO Attribute

department

department name

SSO Attribute

function_name

SSO Attribute

manager

manager email

SSO Attribute

ou

organizational units

SSO Attribute

job_title

role

SSO Attribute

location

location of employee

SSO Attribute

cost_center

cost center for employee

SSO Attribute

4. Once CSV file is ready, click on "Choose File" to select the updated user csv file that you created in Step 2 and click on Import.

5. All users and updates should be complete once its processed the csv file.