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How to use the User Import tool when importing Superior Users

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

  • The steps provided in the article is performed by the User(s) of the CMO Application that can access 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. 

Create this file

  • For you Superior Users field you must fill it in with the Login Name of the User not their name otherwise it won't import correctly.

Superior User Excel

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

Enable Calendar Reminder - 1.jpg

  • Go to Users.


  • Go to Import


  • Click on Choose File

Import file.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. 

Import 02.png

  • Next choose Superior User in the dropdown menu.

Import 03.png

  • Click on Import.

Import 04.png

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

Successful imported.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

Check Superior User.png

  • Click on the Users name.

Click on name.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.

Check Superior User populated.png

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