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Tetyana Kisyelova
Tetyana Kisyelova
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Mass User Creation

You can create multiple users at once from a CSV file with user details.

File Example

Please follow the rules for creating a CSV file:

  • The size should not exceed 500 users per file.
  • The file must contain a header to recognize from which columns to pull the data.
  • Mandatory columns are Username, Email, Virtual Extension, and Role. other columns (Desk, Skill Group, SIP, etc.) are optional depending on your choice of users in one file.
  • If you want to use other SIP options than WebRTC, the CSV file should contain the relevant data, as you will see in the SIP Settings below.  
  • If you are creating users with the same role, skill group, or tag, there's no need to add columns with roles, skill groups, or tags as you will use data from the Dialer.
  • If you are creating users with different roles, skill groups, or tags, add IDs from the Dialer to the relevant columns.

Copy data from the ID columns on the following pages:

  • roles: Users > Roles
  • skill groups: Users > Skill Groups3.png
  • desks: Users > User Desks

Creation Procedure

To create multiple users:

  1. Go to Users >Users.
  2. Click Create from file in the top-right of the Users page.
  3. Drag and drop the previously prepared CSV file or browse for it. Click Upload.
  4. Map the five required fields with file columns: 
    • Username, Email - select the relevant column name from the drop-down list:
    • Virtual Extension - select the appropriate column name from the drop-down list. 

      Otherwise, you can select the checkbox below the drop-down list, and the system will generate the next available virtual extension numbers for you.

    • Role
      • if you are creating users with the same role, select From Dialer in the first drop-down list. Then select a role in the second list:
      • to assign different roles, make sure the file contains role IDs from the Dialer, then select the relevant column in the drop-down list:
    • SIP Settings

      • Use WebRTC - call using the softphone built into the Dialer. This option is the default one.
        If you want to choose other options, the CSV file with user details should contain additional data. 
      • Use CommPeak classic PBX - call via an existing CommPeak PBX domain.
        In this case, you select the needed domain in the drop-down list.

        You should also have a column with PBX device (extension) numbers in your file. It can either be the same column as you used for the Virtual Extension field, or you can create a separate column for it.
      • Use Custom URI - call via a third-party, external PBX. In your file, each user must have a link that includes a PBX domain and a device. 
      • Use Built-in PBX - call via the built-in PBX; no further action is required.
  5. Select the authentication type:
    Default from Role/Tenant - use the default setting for the role. If no role settings are available, the default settings for the tenant will be used.
    Disabled - login without 2FA - apply no login security enhancements.
    Email - with one-time code - enable email validation using a temporary password.
    Google 2FA App - with one-time code - enable login validation using the Google Authenticator app.
  6. Optionally, click the toggle switch and perform advanced security settings,. See tooltips for explanations. 
  7. Map the optional fields as needed. For desks and skill groups, follow the same logic as for roles. Either assign the same desks or skill groups to all users or map the relevant data from the CSV file.
  8.  If you are going to use an IP phone or a softphone that doesn't accept symbols other than digits, select the Generate user passwords with digits only (not recommended) checkbox. 
  9. Click Import Users.
  10. After the file has been uploaded, the system will inform you about the number of uploaded or duplicate users and errors with validation or missing user details. 

    1. Click Download Error Details to view and fix the errors, for example, remove duplicates. Then repeat the upload.
    2. Click Download Success Details to save a CSV file with temporary user passwords.
  11. After you click Continue, new users will appear in the Users table.

If you fail to download the success details with temporary passwords, you will need to reset passwords one by one on the Users page.

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