Each user is composed of a username, first name, last name, role, email (optional), phone number (optional), and password. The role can be one of two built-in roles or a custom role. The Administrator can synchronize all dictionaries from CSEntry, Batch, and Data Viewer and log into CSWeb. The Standard User cannot log into CSWeb, but can synchronize all dictionaries from CSEntry, Batch, and Data Viewer.
- Navigate to the Users tab of CSWeb.
- On the right-hand side click the Add User button.
- Enter the username, first name, last name, role, email (optional), phone number (optional), and password.
To import multiple users a CSV file is needed. Each row specifies a single user which has the following format: username, first name, last name, user role, password, email (optional), phone number (optional). The CSV file can include a header row. If your CSV file has a header row tick "CSV File has a header row." If an error is detected with any row, no users will be added. Duplicate users are ignored.
- Navigate to the Users tab of CSWeb.
- On the right-hand side click the Import Users button.
- Browse to the CSV file.
CSV Field Rules:
- First and last name must only contain letters.
- The role is either "Administrator" or "Standard User."
- The password must have least 8 characters.
- The email and phone number can be blank.
CSV Example Rows:
user007, James, Bond, Administrator, PasSwOrD7
user008, Bill, Timothy, Standard User, PasSwOrD8, b8@gmail.com, 123-4567