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      Import Multiple Access Personas

      Importing Multiple Access Personas.

      Introduction

      Import Access Personas

      Introduction

      When assigning Access Personas to Users, it is possible to import data to include several different Access Personas for several Users, assigning multiple Access Personas with access to specific Companies, Branches and Departments.

      Access for multiple combinations of Access Persona / Company / Branch / Department can be assigned to Users. This can be done efficiently by importing a spreadsheet of the required assignments.

      You are able to import new details for existing Users who already have some Access Personas without overwriting the existing details.

      Refer to Access Personas to read more about how they work.

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      Import Access Personas

      To import a spreadsheet of Access Persona details for Users: 

      The spreadsheet should be an Excel file formatted with the following column headings in this order:

      StaffCode| CompanyCode | BranchCode | DepartmentCode | ProjectCode | AccessPersonaCode | Error.

      NOTE: These are the codes for each of the above categories.

       

      To perform the import:

      • Start at Administration > Access Personas.
      • Click More and then click Import persona grant.

      import multiple access personas-replacement-1

       

      In the Upload Document screen:

      • Drag your file to the import box, or browse for your file.
      • Click Upload.

      import multiple access personas-replacement-2

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      Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.

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      Last updated: 18 April 2024