• 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:

• Group Name
• Supervisor
• Supervisors Manager

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.