Import Users from Another Source

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Last updated: Sept 18, 2023 by Pamela Totas (Deactivated)
3 min read

In User Administration, you can use the Import Users functionality to import NT (Windows platform) and/or LDAP (Lightweight Directory Access Protocol) domain users into an environment that allows such import. When importing from LDAP, you can select to import additional contact information such as Company, Full Name, and E-mail.

Access to the Import Users functionality depends on specific settings. The Import Users functionality is available only if the Allow Import from NT and/or the Allow Import from LDAP check boxes are selected in the LDAP settings window in User Administration Setup. If none of these boxes are checked, the Import Users functionality will not be available in the environment.

To import users:

  1. In User Administration, click Users in the left navigation.
    You see a list of all the available users.

  2. Click Create New and select Import Users.

  3. In the Select Domain dialog box, click Import from NT or Import from LDAP to select the importing source.
    For example, select Import from NT and click the Domain drop down to select the domain. Click Next.

    Importing Users- Import from NT

  4. In the Select Users dialog box, hold down the CTRL key and check all the user names that you wish to import. Click the Find button on the ribbon to help you find the appropriate users. To select all users for import, click Check All. To deselect all users, click Uncheck All. To select users that are currently unselected, click Reverse. 

  5. Click Next.

    Importing Users - Selecting Users

  1. In the Specify Required Properties dialog box, click the User Settings, Business Group (required), Center Roles, and PACE Roles (required) tabs and complete the options, as needed. Click Next.

  2. In the Adjust User Settings dialog box, review and modify the options, as needed. Click Next if you are ready to start the import. 
    NOTE: If you click Next after completing the Adjust User Settings dialog box, the import will be started automatically. 

  3. In the Finish Page dialog box, review the import status information.

  4. In the Users workspace, review the information for the users you have imported.