Bulk Provision Users

Note

You must have the “Admin” role to perform this action.

Step-by-Step

• Bulk provision users
• Remove users from the imported list

Bulk Provision Users

Note

Once users are imported, they are visible to the members of your organization and can be added to discussion threads. They receive emails and can communicate in “Braver Connect” mode until they choose to create their account.

1. Click your profile avatar, then select Admin console.

   

2. In the admin console, click User Provisioning.

   

3. Click Download Template.

   Danger

   Make sure you have completed step 1: create the workplaces and teams in the admin console.

   Caution

   If you change the teams or workplaces, download the template again and use the new one.

   

4. Fill in the rows of the User Entries sheet. Don’t change the other sheets marked by the red box at the bottom of the workbook.

   Note

   For yes/no columns, use the values required by the template you downloaded. This captured example uses TRUE/FALSE; if your template uses Yes/No, follow that format.

   

5. Optionally select the SSO Issuer provided by the Braver team, then click Upload Spreadsheet.

   

6. If all status icons are green, click Provision Users.

   

   Note

   If errors are reported, review your spreadsheet and click Start Over. You will go back to step 5 of this guide.

   

7. Click Confirm.

   

8. A message confirms that the action succeeded. Click OK.

   

9. To check account creation status, click Provisioned Users. An hourglass means that the user hasn’t created a Braver account yet. After they create one, they move to the Users tab.

   Note

   REMINDER: Once users are imported, they are visible to the members of your organization and can be added to discussion threads. They receive emails and can communicate in “Braver Connect” mode until they choose to create their account.

   

Remove Users from the Imported List

1. In the admin console, click Provisioned Users, then select the trash can on the same row as the user to remove.

   

2. Confirm by clicking Delete.