Courses that require a large number of IT managers, creators, and viewers to be imported to the Manage Users panel may be imported by using a CSV file. Once created, the CSV file can be sent to your Customer Success Manager to be uploaded onto your YuJa Engage platform. To learn how to format your CSV file, please follow the steps below.
Formatting Your CSV File
A CSV File can be created in any one of the following applications: Microsoft Excel, Google Sheets, or OpenOffice Calc. The following steps will be taken in Microsoft Excel, but are similar to other applications.
- Open your application of choice and add the following headers in the top row.
- userName
- firstName
- middleName
- lastName
- role
- phone
- Ensure that spelling and formatting are the same as above.
- Under userName, add the YuJa Engage username associated with each user.
- Enter the user's firstName, middleName, and lastName. Leave middleName blank if the user does not have one.
- Under role, add the associated role for each user:
- IT Managers: IT_MANAGER
- Poll Creators: CREATOR
- Poll Participants: VIEWER
- Ensure that spelling and formatting are the same as above.
- Finally, enter the email and phone number of each user. Phone numbers must not contain dashes.
- Once all users have their required information entered, click File, located in the upper-left corner.
- Click Save As and then double-click on This PC.
- Select the location where you would like to save your file.
- For File name, enter a title for your file
- From the Save as type drop-down menu, select CSV (Comma delimited), and click Save.
- To import the list of users onto your YuJa Engage platform, please send the saved CSV file to your Customer Success Manager.