Help Center

How to quickly create user accounts

 

You can use Import User from CSV file to import batch of user accounts quickly.

Steps below:

Step 1

A CSV file is a comma separated text file. Each line is a user's account info.
You can use text editor, MS Excel, Apple Numbers to edit the CSV file. See figure below:
Edit user CSV file
The CSV file must contain a header line. The header must contain at least three fields, 'UserAccount', 'Email' and 'Password'. Or the CSV file will be regard as invalid.
You can also add the following fields to the CSV file, 'UserName', 'UploadSize' and 'SpaceSize'. 'UploadSize' defines the max size of a single file the user can upload. 'SpaceSize' defines the size of personal space the user can store private documents. They are both in KB.

Step 2

Enter [Organization]->[Department & Users]->[Department Info] page, click button [Import User from CSV File].
Then you can click button [Upload CSV File] to open a dialog to upload the CSV file you just created.
When the uploading is completed, you will see the page similar as below:
Import user accounts from CSV file
DocCare will check if the CSV file you just uploaded is valid. If so, DocCare will list the first 5 user accounts for you to check field mapping.
In this page, you can change the destination department and user group the users will be imported.

Step 3

Finally, click on button [Start Import] to import the user accounts.
The import operation will be a background job. You can take a look at the report when the job finishes. See figure below:
Report of import user job
If the user account or email is existed in DocCare, DocCare will skip this user when importing.

When the import work is done, you can see the members in the destination department or user group. See figure below:
Department members

Note: If the user to import exists in DocCare, DocCare will skip the user when importing. You can check if the user is imported successfully from job report.