Registration of People and Users - Via Importação

EXPLANATORY VIDEO AT THE END OF THIS PAGE

In addition to manually, user registration can also be done by importing spreadsheets, both for creation and updating.

To import, you need to access the users section and fill out the spreadsheet template available for download:

• SYSTEM --> USERS --> IMPORT --> SPREADSHEET EXAMPLE

HOW TO COMPLETE THE WORKSHEET

The fields highlighted in red are mandatory. Regarding optional items, it is recommended that at least the email column be completed.

• User: intended for user login (e.g. registration)
• Password: an initial password is provided, which will be modified by the user after the first access
• Name: standardized with capital letters
• CPF: filled in according to the mask
• Unit: location where the user is located
• Function: is associated with the unit
• Profile: set of pre-established permissions

With the spreadsheet filled out and saved, just follow the steps to import:

SYSTEM --> USERS --> IMPORT --> IMPORT SPREADSHEET FILE

Select the spreadsheet and click on UPLOAD, the file will be validated and a pop-up will show whether there are any records with errors. If everything is correct, click close and NEXT. If there is a warning, it will be displayed in which field the error is.

Assista ao vídeo e esclareça as suas dúvidas: