A customer is responsible for creating, updating, and maintaining the CSV file of user information. This includes the initial upload of users. A customer can reduce the potential for errors by creating a process to manage changes to the CSV file.
Designate a person who is responsible for changes to the CSV file.
Update and upload the CSV file to reflect user roles and responsibilities.
Maintain a backup copy of the CSV file.
Verify the accuracy and format of the CSV file and submit changes through SFTP.
Review changes in the PTT Pro server to verify the addition, removal, or modification of users.
