Workforce Connect Profile Manager Customer Administrator Guide

Importing Role Levels from a .csv File

Click the

Import Role Levels

link to open the Bulk Import Role Level dialog.

Download the CSV template by clicking the click here link above the

Cancel

and

Import

button as shown in the below screenshot.

Edit the template as shown in Figure 102.

The roles specified must match the case and spelling of the established roles being referenced. It is not possible to add new roles in this process. Spaces between the string of comma separated by roles is permitted.

Role levels may be assigned to the users by CSV import or by AD Attribute assignment.

When the .csv file has been updated, drag the file into the import window.

There are two import options available.

The

Overwrite Deltas

option updates the existing records and adds the new records while keeping the other records intact.

The

Replace

entire database deletes all existing Role Level information and inserts the new records.

Once the import option is determined, click

Import

to begin the process.

When the import process is complete. Depending on the Import Type selected, the status message box displays the import results.

If a Role Level is currently assigned to one or more Users, an attempt to modify or delete the role Level fails, and generates an error.