Manually or Import users into the CultureAI platform from a CSV file
Overview
The CultureAI platform supports a variety of user import options including manual import where you are testing the platform or do not have a supported directory service.
This article covers:
- Manual individual user creation
- Manual bulk user creation
It is recommended that where possible a standard directory such as Azure AD, GSuite or OKTA are used, lowering the administrative burden and ensuring that the platform always has the latest information.
Individual user import
1. Open the user management page
The management platform can be accessed on the following URL:
Once logged in, navigate to Users & Access page by clicking the '⚙️ Setup' and then 'Users & Access' in the side navigation:
2. Import Users
Click 'Add User' in the 'Actions' dropdown:
Enter the details for the new user:
All users have access to login to the Security Centre to undertake training, view policies and utilise other enabled features. If you would like to them to have additional access, also select:
- Platform User - Provides the user access to login to the management platform.
- Platform Admin - Provide them access to the admin section in the management platform.
If you would like to send them a welcome email which will contains a link to set the password (where single-sign-on is not enabled) you can also tick "Send Welcome Email". If you choose not to do this now, you can send individual or bulk welcome emails at a later date.
Bulk User Import
1. Open the user management page
The management platform can be accessed on the following URL:
Once logged in, navigate to Users & Access page by clicking the '⚙️ Setup' and then 'Users & Access' in the side navigation:
2. Start the import users wizard
Click 'Import Users' in the 'actions' dropdown:
You will be presented with a wizard to guide you through the process.
3. Populate CSV file with new users
Users are uploaded to the system through a CSV template with set of base column requirements. You can download an example template from the first tab:
Note, you can add additional columns to the import. Any additional columns will be added to the user as metadata and can be subsequent used in the platform for filtering views. For example, you may want to include a 'Manager' or 'Team' column so you can logically group areas of risk and improvement.
All users have access to login to the CultureAI Security Centre to undertake training, view policies and utilize other enabled features. If you would like to them to have additional access, put a "Yes" in the applicable columns:
- Management Access - Provides the user access to login to the management platform.
- Administrator - Provide them access to the admin section in the management platform.
Press continue and upload the CSV file:
If you would like to send the new users a welcome email which will contains a link to set the password (where single-sign-on is not enabled) you can also tick "Send Welcome Email". If you choose not to do this now, you can send individual or bulk welcome emails at a later date.
Click continue to import the users.
The final screen confirms how many users were imported. If some users weren't imported, you can download a detailed list of results and review any errors. These can be moved into a new CSV and imported once corrected.