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CMO - How to use the User Import tool when importing Superior Users

To solve the issue of when a customer uses the Import tool to create / update the Superior User field

Goal - How to use the import tool to create and/or update Superior User of a User

The steps provided in the article is performed by the Administrator of the CMO Application as the settings require the access to the Admin module.

  • Begin by opening up Microsoft Excel and creating these 6 columns and filling the column(s) with new / updated user(s) details. 

CMO - How to use the User Import tool when importing Superior Users 01.png

  • The Superior Users field requires the Login Name of the User. 

CMO - How to use the User Import tool when importing Superior Users 02.png

  • Next save the file
  • Log into the CMO Application
  • Go to the Admin Module

CMO - How to use the User Import tool when importing Superior Users 03.jpg

  • Go to Users

CMO - How to use the User Import tool when importing Superior Users 04.png

  • Go to Import

CMO - How to use the User Import tool when importing Superior Users 05.png

  • Click on Choose File

CMO - How to use the User Import tool when importing Superior Users 06.png

  • You will be presented with this screen, click on the XLS Column next to First Name and a dropdown will appear.
  • Choose First from the dropdown menu for First Name, you will need to do this for Last Name, Login Name, Password and Roles as these are Mandatory fields within the Import tool. 

CMO - How to use the User Import tool when importing Superior Users 07.png

  • Next choose Superior User in the dropdown menu.

CMO - How to use the User Import tool when importing Superior Users 08.png

  • Click on Import.

CMO - How to use the User Import tool when importing Superior Users 09.png

  • You will be shown the below once the Import has completed.

CMO - How to use the User Import tool when importing Superior Users 10.png

  • To check that the Superior Users field has populated correctly, go to Admin - Users and type in the Users name in the search bar. Prior to this make sure that you have used the Clear Filter button. 
  • Click Search

CMO - How to use the User Import tool when importing Superior Users 11.png

  • Click on the Users name.

CMO - How to use the User Import tool when importing Superior Users 12.png

  • You will see the users profile scroll down until you reach Superior Users and you will be presented with the Superior User(s) you added.

CMO - How to use the User Import tool when importing Superior Users 13.png

Video Guide 

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