Manage user details #
What does it mean to manage user details? #
- You can only update details with user fields in bulk. However, bulk updates for fields like name and email are currently unsupported.
What you'll need #
- Any eAuditor Plan
- Web app
- "Platform management: Users" permission
- Full seat
Manage a user's details #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Users.
3. Click the user’s name.
4. Click Settings iconSettings on the upper-right of the page.
5. Click Pencil iconEdit in the “Details” section.
6. Update the details in the user fields accordingly.
Bulk manage user details #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Users.
3, Check the boxes on the left-hand side of the users’ names.
4. At the bottom of the page, click Edit fields and select the user field.
5. In the pop-up window, update the user details accordingly.
6. Click Update.
- Adding new responses for user fields with the "Multiple-choice" data type is currently unsupported. You can only add existing responses to the CSV file.
Bulk manage user details via CSV upload #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Users.
3. Click More vertical icon on the upper-right corner of the page and select Upload iconUpdate user details (CSV).
4. Click Download current users to download your user list to CSV.
5. In your CSV, add or edit the users’ details under the relevant user field columns based on their data type and save your changes.
Text: Enter alphanumeric inputs. Please note that responses for the “Text” data type are case-sensitive.
Date: Enter a date in the same format set for your organization.
User: Enter the user ID of the user in your organization.
Multiple-choice: Enter any existing response created for the user field.
7. Drag and drop your CSV file into the “Drag your CSV file here” box or click browse to select the file from your computer directory.
8. Ensure that your CSV data has uploaded correctly, then click Confirm updates.
Frequently asked questions #
Yes, details added for user fields with the “Text” data type are case-sensitive to ensure that users with the same details are consolidated under the same detail, especially when filtering your user list.
For example, if you enter “Support” for one user and “support” for another, filtering your user list will show two different details to select from:
