Users with the Manage Users permissions can bulk import users in their study by creating a CSV file that they can upload. You can import up to 50 users at a time.
Import users
To do that, follow the steps below:
- Navigate to the Users page
- Click on the Import users button
- In the window that will open, choose your file and click on Upload file
To facilitate the import creation process, a sample file is available for download in the CDMS import dialog by clicking on Download Sample File.
Follow these guidelines to complete the Users Sample template accurately.
Email Address: Add the email address of the participant.
Notes:
- If you want to invite the same user in multiple sites, please add multiple rows with the same email, as per screenshot.
- When importing multiple rows for the same user the system only takes into account the Management Permissions of the first row
Invitation Message: Provide a custom message that the user will see in their invitation email.
Site Abbreviation: Enter the specific abbreviation for the site the user needs access to, if left empty, the user will not be assigned to any specific site in their profile.
Role: Specify the role for the user (e.g., Admin, Data Entry, Monitor, Custom). If left empty, the user will be created without an assigned role.
Management Permissions: Input the numerical codes corresponding to the management permissions you wish to grant for that site (refer to the Code Mapping guide below).
Any new site: Enter 1 to automatically grant the user access to any future sites added to the system. Leave blank if you prefer to manage new site access manually.
To edit and import the Downloadable Sample File please follow the instructions that can be found on the following article: How to prepare an Excel file to be imported as CSV
Code mapping of the User's Management permissions
| Management permissions | Code |
| Manage Participants | 2 |
| Manage Forms | 3 |
| Manage Users | 4 |
| Manage Settings | 5 |
| Manage Encryption/Decryption | 8 |