Mass-Update User Details via Template

Prev Next

This article explains how to mass-update Panaya user details, including First and Last Name, Status (Active / Inactive), and SAP User Name.

Step I - Export the list of users that you wish to update

  1. Click here to learn how to export users to a list.

  2. Save the file locally.
     

Step II - Make updates in the template

  1. Click the Settings button to open the Settings panel, then select Users. 

  2. Select to Import from Excel.

  3. Select the Update Existing Users option and click Next.

  4. Click on Download our template to obtain the latest template.

  5. Copy the first four columns from the exported user list (Step I), which include the First Name, Last Name, Email, and Status columns, and paste them into the template downloaded in Step 4. The first four columns will match, and only users who require updates should be added to the template. 

  6. Fill out the Type column (mandatory) by selecting a value from the dropdown.

  7. Make any needed updates to the user data in the template and save your work.

Updating Roles

When updating roles via a template, define the Roles and Roles Action and columns.
Fill in one or more Roles for each user in the Roles column. For the Role Action options, see details below.

  • Add
    To add the role (s) defined, in addition to any existing user roles

When using the Add option, it is mandatory to fill out the Roles column with at least 1 role

  • Remove
    To remove the role (s) defined from existing assigned roles

When using the Remove option, it is mandatory to fill out the Roles column with at least 1 role

  • Replace
    To replace all existing roles with the list of provided roles

When using the Replace option, it is mandatory to fill out the Roles column with at least 1 role

  • Clear all
    To clear all existing roles

The Roles column can be left empty

  • Don't Change
    To avoid making any changes to the currently assigned roles.

The Roles column can be left empty

Panaya will only make changes to Roles if -

  • The Roles exist in the current Panaya account

  • The user is associated with the Projects you can edit

For multiple Roles, separate each role with a comma.

  • Roles are case-sensitive

  • Undefined roles will be ignored

To learn how to update Roles across all connected projects, click here.

Step III - Import the updates

  1. Click the Settings button to open the Settings panel, then select Users.

  2. Select to Import from Excel.

  3. Select the Update Existing Users option and click Next.

  4. Click on Browse and select the file you saved in the previous step, with the relevant updates.

  5. Click on Import Users

Related articles