Uploading End User Node Assignments

To set node assignments for multiple end users in one operation, you can import an Excel file. This is available for Professional Users with manage permissions only.

1. In the Import menu, select End user assignments.



Figure 1 - Selecting End user assignments

If you would like a template based on current assignments, you can download an Excel file with existing node assignments - .



Figure 2 - End User Node Assignments import overlay

2. Update the Excel file adding the ids of the end users that should be assigned to a specific node in the “Assignments” column. If you are unsure about the ids, the full list of end users is given in the “End users” tab. Use comma between the end user ids if you assign several end users to the same node. Nodes with no assignments can be left blank, or you can remove the row from the Excel file - ..



Figure 3 - End User Node Assignments import file

3. Save the file, click Choose file, locate the file, click Open and then Import.

If the upload fails, you will get validation errors and the ability to download a validation file where problematic data has been highlighted. If the import runs successfully the hierarchy will be updated with the new end user node assignments.