Importing and Updating Accolade User Accounts

Accolade provides Administrators and Process Designers the ability to export user accounts to update information, and to move configuration between environments. For example, if you are first setting up your system or opening a new office and have multiple user accounts to create at once, or if you need to update accounts such as renewing a user's access on a periodic basis, you can use a spreadsheet file with worksheet tabs to create and update the user accounts within Accolade. Current user accounts can be downloaded from an Accolade environment, changes made to the data, and then uploaded either into the same environment, or moved into a new environment.

Create a group of template users that have the appropriate functions, roles, extended fields, and other details that apply to all users in a group. Associating a template with each user applies details automatically as part of the import process. Using filters allows you to assign details to a variety of sub-groups or combinations of groups.

A download of current user accounts exports the user account configuration into a spreadsheet file with the information in the following tab within the file:

To download user accounts:

  1. From the System menu, select Collaboration & Groups > User Admin.
  2. Select the users that you want to download.

To narrow the list by function or user name, add the criteria to filter by in the appropriate filter text box. These filters are case insensitive. To download all users, clear all search filters.

  1. Click in the users panel.

By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.

To import user accounts into Accolade:

  1. Ensure the data within the spreadsheet meets the requirements for a successful import.
  2. Remove any user account information that you do not want to include in the upload from the spreadsheet and save the file.
  3. From the System menu, select Collaboration & Groups > User Admin.
  4. Click in the users panel.
  5. Click Load File and select the spreadsheet file to load.
  6. Click Upload File.

Accolade uploads the changes to the user accounts in the spreadsheet and adds any new user accounts with unique user logins.

User Account Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each user account in the order listed below. For a description of each user account setting, see Creating Accolade User Accounts or User Attributes Overview.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

Notes:   

  • Accolade Portfolio Optimizer is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support.
  • Resource Planning is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support .