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Bulk Import Users

As an administrator, you can save a lot of time, by using the bulk import feature when creating many user accounts at the same time. Instead of creating each user account individually, you can create a CSV (Comma Separated Value) file that contains the basic user information and then import that file into Paligo. Paligo will then automatically create a user account for each user listed in the CSV file.

You use any application that supports saving as .csv to create the CSV file. If you for example want to create user accounts for both Authors and Contributors, you will need two CSV files, one for each user type.

Note

New user accounts are grayed out until the user logs in for the first time.

To bulk import users in the Icons View:

  1. Create a CSV file for each user type that you want to import.

  2. Add the user details in this format: username, email address, full name in the CSV file, like this:

    jamessmith,james@smith.com,James Smith
frankjohnson,frank@johnson.com,Frank Johnson
janemurphy,jane@murphy.com,Jane Murphy

    Tip

    For the username you could instead use the email address there as well, as it's a simple way to make sure the username is unique.

  3. Log in to Paligo via a user account that has administrator permissions.

  4. Select the avatar in the top-right corner. User avatar. It shows the user's image and their name. Next to the name is a downward pointing arrow, which when selected, reveals a menu.

  5. Select Settings from the menu. Cog icon.

  6. Select the Users tab. Users.png

    Users_tab_2.jpg

  7. Select Bulk Import Users for the user group that you want to create new accounts for.

    The page has a section for each user type. Each section has a bulk import users option.

    Note

    In the List View, the Bulk Import Users option is located at the bottom of the page.

  8. Select User Group from the menu, to choose the user type for the import.

    Import users dialog. There are fields for selecting the user type and uploading your CSV file

  9. Use Select file to choose the CSV file that you want to import.

  10. Select Upload.

    Paligo imports the CSV file and creates a user account for each user defined in the file.

    user-import-done.jpg

    If the import is successful, a User Import Done dialog appears and you can download a log file of the import.

  11. Repeat this procedure for each user type.

Tip

When Paligo has created the user accounts, you can Edit Users and Remove Users if needed.