Create users from an account list

This workflow copies each new user from an existing source account. It is separate from Mass User Create, whose spreadsheet defines roles and account attributes directly.

Prepare the account list

Use an .xlsx workbook with these 16 headers in the first row, in exactly this order. Header names are case-sensitive. Keep the columns even when a value is optional.

Column	Header	Value
A	UserID	New user ID
B	CopyFrom	Existing source user
C	InitialPassword	Initial password; complete password generation before creation if left blank on import
D	Alias	Optional alias value
E	FirstName	Optional first-name value
F	LastName	Last name; a blank value uses the new user ID
G	Address	Copy address data
H	Defaults	Copy defaults
I	Parameters	Copy parameter assignments
J	RefUser	Copy reference-user assignment
K	Roles	Copy roles
L	Profiles	Copy profiles
M	Groups	Copy groups
N	Personal	Copy personal data
O	License	Copy license data
P	EasyAccess	Copy Easy Access menus

In columns G–P, enter N to exclude that data from the copy. A blank value copies the data. Use only N or a blank cell for these controls; other values are not a reliable way to express “no”. Review a small sample before applying the list broadly.

The source user must exist in each relevant target system/client. Verify its roles and profiles before using it as a template.

Import and assign passwords

1. Open the account-list batch-creation window and choose File → Import.
2. Import the workbook and review the rows.
3. If needed, choose Set Password → Individual to generate individual passwords, or Set Password → Same when your approved process requires a shared initial value.
4. Save the updated account list using File → Save List.

After the application generates passwords, Accounts → Create Users remains unavailable until the updated list has been saved. The saved file contains credentials; protect it appropriately.

Create and verify

Select the intended system/client combinations and choose Accounts → Create Users. Monitor the results. Use Accounts → Cancel if you need to stop; inspect what already completed before restarting.

Select a user in the grid to view that user’s logs. Select a system/client in the system panel to narrow the logs to that target. Resolve failures individually rather than assuming that all accounts were created.

This workflow imports .xlsx workbooks, not CSV or XML files.