Security / Bulk Upload Dashboard

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Internal Users Bulk Upload
Upload Users Template
Organizations Bulk Upload
Upload Orgs Template
External Users Bulk Upload
Upload Users Template
Upload Instructions
Internal Users
  • Employees linked to employee master table
  • Requires valid employee_id
  • User type automatically set to EMPLOYEE
  • Can assign multiple roles (comma-separated)
Organizations
  • External organizations (vendors, partners)
  • Unique organization code required
  • Support for contract dates
  • Category access controls
External Users
  • Users from external organizations
  • Requires existing organization code
  • User type automatically set to EXTERNAL
  • Linked to external employee records
File Format Requirements:
  • Supported formats: CSV, Excel (.xlsx, .xls)
  • First row must contain column headers
  • Download templates for exact column names and format
  • Boolean fields: use TRUE/FALSE
  • Date fields: use YYYY-MM-DD format
  • Multiple values: use comma-separated format
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