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Import users through a button published in the dashboard

Hi Team,

 

It would be great if we can Import a list of users and updating their attributes through a button published in the dashboard.

 

Thanks

Sathya

2 Comments
Community Manager
 
Status changed to: Needs Community Support
Certified Master Anaplanner

@Sathya - maybe I'm misunderstanding what you are trying to do, but if you are talking about updating the user list from a file or from data stored in a module by pressing a button, you can do that. The action can only be run by a user with administrator rights though (I've put in a request here to expand that).

 

There is a training course that talks about managing user access settings (roles and selective access) in a module and using import actions to update the user list. It's a good overview - I utilized a similar method for managing access across all of our models. This is the course, I believe: https://community.anaplan.com/t5/Academy-Classes/Automating-User-Access/ta-p/27288

 

If you want to import from a file, that is a little tricky but there is a specific set of steps you can follow to make it work. I'd recommend instead though that you load the data into a module first and then into the users list using the above method as you can avoid the workaround issue.

 

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