7.1.1. User List Import Requirements

As the Excel Import form outlines, to import a user list into either DBP or EPC, administrators 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, input the corresponding department. For an existing role, the department is not required.
     
   • To enable EPCAdmin, Modeler, and/or Portal permissions for the user, enter “Yes” in the relevant fields. To disable these permissions, instead leave the columns blank.
     
   • To mark a user as active, enter “Yes” in the relevant field. To mark them as inactive, leave the field blank.
     

The Excel Import module provides a template that meets these requirements. Alternatively, administrators can download an Excel file from the Organization Management module and use that as the template instead.

It will contain the following column headers:

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

!The system disregards blank or null values under the Username and Login columns.