Organization Client Portal User Guide

Organization Client Portal User Guide / Users / Update by Import

Update by Import

Importing allows you to edit your organization’s user data using Excel or CSV files. In a single operation, you can add, edit, remove and delete accounts. You can also edit users’ roles and their access to Antidote.

The update by import is only offered with Antidote Web or Antidote Pro and is reserved for administrators and technicians.

Important — Accounts synchronized through automated provisioning cannot be changed by importing data.

General Procedure

  1. Export the list of users.
  2. Edit the information in the exported file.
  3. Import the updated file.

If an email address or unique identifier is already linked to a user in the organization, the newly imported data will replace the data previously saved in the Organization – Client Portal.

Editing Data

When updating the data in the file, take care not to change the headers: the system uses the name of each column to determine the type of content in its cells. You can still change the order of the columns. Below follows some information about modifying each column.

Notes
— It is not possible to change groups or roles in Antidote through importation.
— For any personal accounts included in the list, the only changes applied will be those made to the following columns: Role, Subscription to Antidote Web, Subscription to Antidote Pro, Access to the applications and Remove?.

  • Unique identifier (optional) — This field can be used to link the account to a unique identifier, such as a permanent code or employee number. A unique identifier can only be assigned to an organization account and must consist of alphanumeric characters.

  • First Name — This field must consist of alphanumeric characters (50 maximum).

  • Last Name — This field must consist of alphanumeric characters (50 maximum).

  • Email — This field must consist of alphanumeric characters (100 maximum) in the form of a valid email address.

  • Subscription to Antidote Web — If your organization has an Antidote Web subscription, use this field to grant users access according to the following specifications:

    Subscription type Value to enter
    Antidote Web — English english
    Antidote Web — French french
    Antidote Web — Bilingual bilingual

    If you leave the cell empty or enter an invalid value, the account will be created without access to Antidote Web.

  • Subscription to Antidote Pro — If your organization has an Antidote Pro subscription, use this field to grant users access according to the following specifications:

    Subscription type Value to enter
    Antidote Pro — English english
    Antidote Pro — French french
    Antidote Pro — Bilingual bilingual

    If you leave the cell empty or enter an invalid value, the account will be created without access to Antidote Pro.

  • Access to the applications — This field must be completed with the Subscription to Antidote Pro field. It is used to designate which applications users have access to according to the following specifications:

    Applications Value to enter
    Antidote 12 Antidote 12
    Antidote Web Antidote Web
    Antidote 12 and Antidote Web Antidote Web & Antidote 12

    If you fill out the previous column to grant Antidote Pro access but leave this cell empty, access to both applications will be granted by default.

  • Language — This field is used to define a user’s language of correspondence according to the following specifications: en for English or fr for French. If the cell is left empty, the language will be set by default to that chosen by the person responsible for the organization.

  • Role — This field is used to define which role in the organization a user is assigned according to the following specifications: administrator, technician, supervisor or user. If the cell is left empty, the default value user will be assigned.

  • Groups — This field is used to add the user to one or more groups. If you enter the name of a group that does not exist in the system, a new group will be created. The name of a group can contain a maximum of 200 alphanumeric characters. To add a user to multiple groups, list the groups using a comma as a seperator. If the name of a group includes a comma, add a backslash (“\”) in front of this comma (The white, red and blue => The white\, red and blue).

  • Remove? and Delete? — These fields are used to edit the list of users as part of an update by import. Leave these cells empty or enter no when creating new user accounts.

Do you need to perform a bulk reassignment or removal of access to Antidote Web?

This might be the case if you wish to reduce the number of users with access when renewing the organization’s subscription. Or, in the case of an educational institution, student access may need to be updated when a new semester gets underway. See this three-step procedure for a simple way of performing this operation.

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