Importing users to an organizations

You can manually add users to an organization, or you can import multiple users from one organization to another.

  1. Select Administration > Security > Organizations.
  2. Click the Users tab.
    Note: Optionally, on this screen you may select the organization to which to import the user(s) prior to opening the Import Users pop-up window.
  3. Click Actions, and then select Import Users. The Import Users pop-up window is opened.
  4. In the pop-up window, specify this information:
    From Organization
    Specify the organization from which the users are being imported.
    To Organization
    Specify the organization to which you are importing the users.
    Select
    Use this check box to select the users you will import.
    Note: Optionally, use the Dataspy to filter records for selection by user groups, class, or other specifications, and then click Run. The grid is then populated with user records as determined by the filter selection. Use the Select check box to indicate which user records you will import.
    Note: Requestor users will not have their user group values overwritten when imported to a non-Requestor user group. Similarly, non-Requestor users will not have their user group overwritten when imported to a Requestor user group.
  5. Click Submit. The Import Users pop-up window is closed, and the Users tab is then populated with the newly imported user records.
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