• To begin, navigate to User Management → Users from the left-hand menu pane on Admin Home.
• You will be presented with the Manage Users table.
• On the left-hand side, you will see two options for user creation, i.e. User (single) and Bulk Upload (multiple).

Creation: User (single)

Mandatory details required for the upload of a Federated user:

• Forename
• Surname
• Email
• Role: Admin or User
• User Type: Federated
• User Principal Name
• Department
• Create/add to subgroup(s): YES/NO
• Custom Details (if applicable and Custom Attributes have been added)

Optional details:

• Supervisor
• Supervisors Manager
• Group Name

• Once all relevant details have been completed, click the green Create New User button. The Federated user will then be added to the platform.
• They will appear in the Manage Users table and will be added to a Group/Subgroup made up of the Department and Group Name fields if Create/add to subgroup(s) is selected as YES at the point of upload.

Bulk Upload (multiple)

Mandatory details required for the bulk upload of Federated users:

• User Type: Federated
• Bulk Upload Type: New Users/Replace Existing User List
• Create Add to Subgroup(s): YES/NO
• Bulk Upload: UPLOAD SPREADSHEET

Spreadsheet Guidelines

Mandatory fields in Excel/CSV:

• Forename
• Surname
• Email
• UserPrincipalName
• Department
• Domain

Optional fields in Excel/CSV:

• GroupName
• SupervisorEmail
• SupervisorsManagerEmail

Please make sure your Excel or CSV file includes all Mandatory and Optional fields as Column Headers to ensure the upload completes successfully. Rows under Optional fields can be blank where required.

Group Guidelines

If you have enabled Create/Add Subgroup(s), your groups will be created based on the Department and GroupName values provided in your spreadsheet. 

• The Department value corresponds to the Parent User Groups.
• The GroupName value corresponds to the Subgroups.