Imports - System Users
- Kim Dyer
When needing to add multiple users at once, the user imports can help save time. There are three user imports that would apply and they should be done in a specific order.
Primary User Import - This import will allow the creation of users, including Full, Tech and Driver license types. Set user details and build the foundation of a profile in bulk.
User Group Assignment Import - This import will help to group and assign permissions via User Group(s) to existing licensed users. Multiple permission groups can be configured for a user, based on an existing Username validation.
Employee Import - This import will allow the creation and link of employees such as techs or drivers to their User file. A user must exist in order to create and link an employee. Employee links must exist for techs to leverage Paperless Shop effectively.
Primary User Import
Field | Value | Type/Size | Required for create new | Required for Update | Update Allowed |
|---|---|---|---|---|---|
Primary Facility | Needs to match an existing facility | int(5) | |||
First Name |
| char(50) | |||
Last Name |
| char(50) | |||
must contain valid domain |
| ||||
RTA Username | cannot be in use, invalid characters are
|
| |||
Password | cannot have 3 repeating characters of First or Last Name, 8 minimum characters including Capital Lowercase and Special Character |
| |||
License Type | must be Full, Tech, or Driver license slot must be available in licensing | char(6) | |||
Primary User Group | must exist 41 character limit, no special characters - only letters and numbers | char(41) | |||
Address |
| char(25) |
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City |
| char(20) | |||
State |
| char(10) |
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Zip |
| char( | |||
Phone Number |
| int(16) |
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Mobile |
| int(16) | |||
Other Phone |
| int(16) |
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Birth Date |
| date | |||
Hire Date |
| date |
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Review Date |
| date | |||
Emergency Contact Name |
| char(30) | |||
Emergency Contact Phone |
| int(16) | |||
Notes |
| char(2000) |
User Group Assignment Import
Username* (valid against existing username in this tenant)
User Facility* (5 character limit)
User Group* (40 Character limit, no special characters, must exist)
Drivers License Number (32 character limit, no special characters - only letters and numbers)
Drivers License Date (date)
Driver Class (32 character limit)
Employee Import
Field | Value | Type/Size | Required for create new | Required for Update | Update Allowed |
|---|---|---|---|---|---|
Connected User | Needs to match an existing username from their system |
| |||
Facility | Must have an existing facility | int(5) | |||
Employee Number | Create New- must be an employee number that doesn’t exist in the facility selecting Update - must find existing employee number in that facility | int(10) | |||
Abbreviation |
| char(10) | |||
Name |
| char(35) | |||
Department |
| char(10) | |||
Type | Y = Mechanic D = Driver M = Manager A = Asst. Manager C = Clerical I = Inactive N = Other | char(1) | |||
Labor Rate 1 |
| decimal(4,2) | |||
Rate Description 1 |
| char(10) |
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Labor Rate 2 |
| decimal(4,2) | |||
Rate Description 2 |
| char(10) |
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Labor Rate 3 |
| decimal(4,2) | |||
Rate Description 3 |
| char(10) |
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Labor Rate 4 |
| decimal(4,2) | |||
Rate Description 4 |
| char(10) |
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Labor Rate 5 |
| decimal(4,2) | |||
Rate Description 5 |
| char(10) |
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PO Approval Maximum |
| int(9) | |||
License Number |
| char(15) | |||
License State |
| char(5) | |||
License Expires |
| date | |||
License Class |
| char(10) |