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--- software:tim:import_export_users [2017/09/08 11:17]
julian.le [Importing Excel files]
+++ software:tim:import_export_users [2017/09/08 11:19]
julian.le [Exporting and updating users]
@@ Zeile 1: / Zeile 1: @@
 ===== Exporting and updating users =====
-A variety of [[en:software:tim:user_profile|users]] may be easily exported as an Excel-file using the [[en:software:tim:administration_client|Admin-Client]].  Then, the [[en:software:tim:user_settings_group_membership|group assignments]] as well as [[en:software:tim:roles|roles and rights]] of the users may be modified. Additionally, new groups and roles may be created.
+A variety of [[:en:software:tim:user_profile|users]] may be easily exported as an .csv file using the [[:en:software:tim:administration_client|Admin-Client]]. Then, the [[:en:software:tim:user_settings_group_membership|group assignments]] as well as [[:en:software:tim:roles|roles and rights]] of the users may be modified. Additionally, new groups and roles may be created.
-----
+—-
+==== The Excel-file ====
+The Excel-file is the key to exporting or modifying [[:en:software:tim:user_profile|users]]. The Excel file can be either self-produced or be downloaded in the [[:en:software:tim:administration_client|Admin-Client]] using the [[:en:software:tim:client_profile|client profile]]. This is done by opening the context menu from the client-profile-icon via right-click and selecting the menu item **Export user** (see. [[:play|Screenshot]]).
+{{:software:tim:exportusers.png  }}
+----
+As seen in the linked [[:en:play|Screenshot]], the [[:en:software:tim:user_profile|users]] are listed in in **column A**. The additional columns contain the roles (i.e. member and process manager) as well as the created groups. An **x** in the appropriate column is used to denote if a [[:en:software:tim:user_profile|user]] has assumed a [[:en:software:tim:roles|role]], or similarly if he is a member of a [[:en:software:tim:group|group]].
+{{:software:tim:userexport_excel.png}}—-
+==== Updating role- and group assignments ====
+In order to assign a [[:en:software:tim:roles|role]] or a [[:en:software:tim:group|group]] to a [[:en:software:tim:user_profile|user]], an **x** is places in the appropriate column. Similarly, by removing the **x** from he column, the role or membership of a [[:en:software:tim:user_profile|user]] within a [[:en:software:tim:group|group]] is removed. Should the Excel file then be integrated into TIM, the user data will be updated accordingly.
+==== Creating Groups ====
+The excel file can be used to create new [[:en:software:tim:group|groups]] in TIM. In order to do this, create a column wit the desired group name in the Excel table. (s. [[:play|Screenshot]]). {{:software:tim:userexport_creategroup.png}}
 ==== The Excel-file ====
 The Excel-file is the key to exporting or modifying [[en:software:tim:user_profile|users]].  The Excel file can be either self-produced or be downloaded in the [[en:software:tim:administration_client|Admin-Client]] using the [[en:software:tim:client_profile|client profile]]. This is done by opening the context menu  from the client-profile-icon via right-click and selecting the menu item **Export user** (see. [[:play|Screenshot]]).

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