Self-Service Setting Management for Role Assignments


Overview

The new Import/Update/Delete Tool empowers authorized users to manage large volumes of role assignment setting via excel worksheets instead of doing manually with the tool as explained in this article.

It can be useful in case of maintaining multiple roles based on a large number of categories, or when assignments are changed frequently.

The supported assignments are on the system level and on the campaign/challenge level.


✨ How It Works 


1. Prepare the excel file you would like to import

The excel must be according to template that the system knows how to read.
You can start from exporting the assignment of the relevant role(s) you want to execute the changes to.

In case you follow the preferred method:

  1.1 Export the current assignment setting

Go to the relevant page (whether on the system level OR on the campaign level and export current assignments.
You can export the full list, or first filter it.



  1.2 Modify the Excel

  • The first lines are just for reference, so you can know which assignment you are now handling.

  • You can delete unnecessary lines for assignment that should not change

  • You should only modify the most right column that contains the users' emails

  • If there is currently no assignments, the cell will be empty

    Important notes:
    The assignment is identified by the key in the first column.
    It means that you can unify multiple excel import into one, and doing one import to update assignments for multiple roles.
     

2. Use the tool:

 

    2.1. Upload the relevant file

    Upload the Excel file.

   2.2. Choose Your Import Action

Select one of the three supported modes:

  • Add users→ Add additional users the the assignments that are included in the excel file.
    Note: existing assignment will remain.

  • Update users→ Update the assigned users the the assignments that are included in the excel file.
    Note: existing assignment will  be replaced.
    If the cell is empty, after executing the import, there will be no assignments to the relevant lines.

  • Remove users→ Remove the users from the the assignments that are included in the excel file.
    Note: other existing assignment will remain.


    2.3. Execute the Import

3. Review Logs in History

The Self Admin Actions History page provides transparency and troubleshooting through downloadable raw-data logs.
The "template" for this action is called "Assignment".


✨ General Guidelines

  • File upload is limited to 8K rows

 

✨ Ideal Use Cases

  • Removing specific users from all assignments

  • Replacing user X by user Y in all assignments