10.1.1. User List Import Requirements

As the Excel Import form outlines, to import a user list into either DBP or EPC, you will need to upload an Excel file (.xlsx) that meets the following requirements:

1. It must include the user list on Sheet1 of the document.
   
2. It must include the listed column headers in the first row of the spreadsheet:
   
3. It must adhere to the following guidelines:
   • For a new role, you will need to input the corresponding department. For an existing role, the department is not required.
     
   • To enable EPCAdmin, Modeler, and/or Portal for the user, simply input “Yes” in the relevant fields. To disable these permissions, instead leave the columns blank.
     
   • To mark an item as active, input “Yes” in the relevant field. To mark it as inactive, leave the field blank.
     
   • The system will disregard a blank or null value under the Login and/or Username columns.

It is also possible to download an Excel file from the Organization Management application and use it as a template. It will contain the following column headers:

*In the file generated from the Organization Management application, the Active column will instead contain “True” or “False” as values. These values will still be accepted by the system.