This article explains how to mass-update Panaya user details, such as - First and Last Name, Status (Active / Inactive), and SAP User Name. To learn how to update Roles, click here.
Step I - Export the list of users that you wish to update -
- Click here to learn how to export users to a list
- Open the exported .xlsx file and update the relevant user details. Do not change headers and/or columns order.
- Save the file locally.
Step II - Import the updates
- Click on the Setting button
to open up the Settings panel, then select Users
- Select to Import from Excel
- Select the Update Existing Users option and click Next
- Click on Browse and select the file you saved in the previous step, with the relevant updates.
- Click on Import Users