Importing or Modifying Users from a File
You can create new users or batch-update existing users by importing user data that you have saved in a CSV file.
The user data you want to import must be stored in a CSV file. At minimum, your CSV file needs columns for UserID, LastName, and Email, but it is recommended that you also include FirstName and DisplayName.
If you want all new users to be assigned the same role, set a default role before importing users. For more information, see Setting the Default Role.
If you want to assign new users different roles, include a Roles column in the CSV file. The role IDs used for role assignment are outlined in Standard Application Roles.
For existing users that you want to modify, you can create the CSV file by first exporting a CSV file from SAP Analytics Cloud. For more information, see Exporting Users.
The first name, last name, and display name are linked to the identity provider, and can't be changed in the User list page, or when importing a CSV file. (In the User list page, those columns are grayed out.)
To edit those values, you'll need to use the user login, and edit that user's profile.
Edit the downloaded CSV file to remove columns whose values you don't want to modify, and to remove rows for users whose values you don't want to modify. Do not modify the USERID column. This ensures that entries can be matched to existing users when you re-import the CSV.
These are the available mapping parameters when importing CSV user data:
|Function Area||Can be used to refer to a user's team or area within their organization.|
|Clean up notifications older than||Set in user settings: when to automatically delete notifications.|
|Email Notification||Set in user settings.|
|Welcome message||Message that is shown to the user on the home screen.|
|Page tips||Enabled/disabled via the help center (deprecated).|
|Closed Page tips||Closed page tips are tracked so that they are not shown again.|
|Closed Item Picker Tips||Closed tooltips are tracked so that they won't be reopened again (for first time users).|
|Current Banner||Saves which banner is currently showing.|
|Last Banner||The UUID of the last closed banner.|
|Last Maintenance Banner Version||The version when the last maintenance banner was shown.|
|Marketing email opt in||Set in user settings.|
|Homescreen content is initialized||If default tiles have been set for the home screen.|
|Expand Story Toolbar||Set in user settings.|
|Is user concurrent||If the user has a concurrent license.|
|Default Application||The application that will launch when you access your SAP Analytics Cloud URL. The default application can be set in or in the user settings.|
|On the Edit Home Screen dialog, a user can override all the default preferences that have been set by the administrator for the system ( ). These are the preferences:|
|Override Background Option|
|Override Logo Option|
|Override Welcome Message|
|Override Home Search To Insight|
|Override Get Started|
|Override Recent Stories|
|Override Recent Presentations|
|Override Calendar Highlights|
- Go to .
- Select .
- In the Import Users dialog, choose Select Source File to upload your CSV file.
- Choose Define Mapping to assign the fields of your user data from the CSV file to the fields in user management.
- Select the appropriate entries for the Header, Line Separator, Delimiter, and Text Qualifier.
- Select OK when you've finished mapping.
- In the Import Users dialog, choose Import to upload your CSV file according to the defined mapping.
If the CSV file doesn't define roles, you must assign roles to the imported users or a default role will be applied. For more information, see Assigning Roles to Users and Teams.
- If you use SAML authentication, you can perform SAML-based dynamic role assignment. For more information, see Mapping Roles Using SAML Attributes.
- You can also assign roles programmatically using the User and Team Provisioning API. For more information, see SAP Analytics Cloud User and Team Provisioning API.