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Download the User Management Utility

Last updated 2017-05-17 20:38:17 UTC

The Bulk User Management application is a simple Windows desktop application that makes it possible to add a list of users to AssureSign without having to create each one manually. The application also supports the process of updating a list of existing users based on a CSV file. The process of using this application to import users is as follows:

  1. Download the latest version of the application here.
  2. Depending on your browser and operating system version, you may need to right-click on the downloaded zip file and under Security, check the Unblock checkbox and click OK.
  3. Unzip the contents of the ZIP file.
  4. Double-click on the AssureSign.BulkUserManagement.exe file.
  5. Select or type the URL for the target AssureSign instance you are working with
  6. Enter your AssureSign username (email address) and password.

Import a List of Users

  1. Click the Example .csv button to save an example CSV file to disk which will contain the expected columns for the update.
  2. Using the example CSV file saved above as a template, create a CSV file that includes a row with the expected headers as well as a row providing the properties for each user being updated.
  3. Click the Browse button to select the source CSV file.
  4. Click Update Users to begin the update process.
  5. Once the update has completed, you'll automatically be prompted to save a "results" file that will contain all of the original user information present in the source CSV file as well as additional properties indicating whether or not the update was successful as well as any errors that may have occurred.

Updating a List of Users

  1. Click the Example .csv button to save an example CSV file to disk which will contain the expected columns for the update.
  2. Using the example CSV file saved above as a template, create a CSV file that includes a row with the expected headers as well as a row providing the properties for each user being updated.
  3. Click the Browse button to select the source CSV file.
  4. Click Update Users to begin the update process.
  5. Once the update has completed, you'll automatically be prompted to save a "results" file that will contain all of the original user information present in the source CSV file as well as additional properties indicating whether or not the update was successful as well as any errors that may have occurred.

Properties Present in the CSV File

  • AutoGeneratePassword - Specifies whether or not AssureSign should automatically generate a new password for the user.
  • ContextIdentifier - Specifies the unique API identifier for the account to which the new user will be added.
  • FirstName - Specifies the first name of the user.
  • LastName - Specifies the last name of the user.
  • NewUsername - Optionally specifies a new username (email address) for the user. If left blank, the user's username will remain unchanged.
  • Password - Optionally specifies a password for the user. If left blank, the user's password will remain unchanged.
  • Role - Specifies the name of the role in the target account to which the user will be assigned. This property must be an exact match for a unique role already defined in the target account.
  • SendCredentials - Specifies whether or not AssureSign should send an email to the user in order to provide him or her with the required login information.
  • Username - Specifies the existing username (email address) for the user.
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