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. You can find more information about Core Data Accounts in our Technical Resources. 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 institutions 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"
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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

ExternalId ObjectType ObjectId Permission Level DepartmentId
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
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.

 

Example values for Assessment Cycles Permission

ExternalId ObjectType ObjectId Permission Level DepartmentId
AnonUser1 AssessmentCycles   Manage OrgUnitId 2
AnonUser2 AssessmentCycles   NoAccess OrgUnitId 2
2 OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.

 

Example values for Users Permission

ExternalId ObjectType ObjectId Permission Level DepartmentId
AnonUser1 Users   Manage OrgUnitId 2
AnonUser2 Users   NoAccess OrgUnitId 2
2OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.

 

Example values for Documents Permission

ExternalId ObjectType ObjectId Permission Level DepartmentId
AnonUser1 Documents   Manage OrgUnitId 2
AnonUser2 Documents   View OrgUnitId 2
AnonUser3 Documents   NoAccess OrgUnitId 2
2OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.

 

Example values for Reports Permission

ExternalId ObjectType ObjectId Permission Level DepartmentId
AnonUser1 Reports   Manage OrgUnitId 2
AnonUser2 Reports   View OrgUnitId 2
AnonUser3 Reports   NoAccess OrgUnitId 2
2OrgUnitId is available in the Org Unit Export data file. Located in Setting > Exports & Imports.

 

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.