Manage users | Bulk CSV upload

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        2. Manage multiple users (Bulk CSV)
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This document covers the procedures to manage users using the CSV bulk upload methods on the Admin Console. You can also manage users individually on the Admin Console. Or for Federated ID or Enterprise ID type users, you can automate the user management process using the User Sync tool, or the User Management API.

How to manage multiple users

Add users

To set up your organization, you can start with adding users.

Add multiple users to your organization and provision them to products (for teams) or product profiles (for enterprises) at the same time by uploading a comma-separated list. You can download a sample CSV file from the Import Users dialog and then fill the details and upload the file. You can import up to 25,000 users at a time (5,000 for optimal performance).

Users don't receive any email communication and are added to the enterprise automatically. However, users receive a welcome email when they are assigned product profiles or administrative rights.

  1. In the Admin Console, navigate to Users.

    Megjegyzés:

    You cannot use this bulk upload procedure to upload multiple users from within the Users tab of the Products page in the Admin Console. Read about how to manage products and product profiles.

  2. Click Add Users by CSV.

  3. In the Add Users by CSV dialog box, click Download CSV Template, and choose either Current user list (recommended) or Standard template.

    Add users by CSV

    For a description of the fields in the downloaded file, see CSV File format.

  4. Update the downloaded CSV file with the data of users that you want to add to the profile.

  5. Drag the updated CSV on to the Add Users by CSV dialog box and click Upload.

    After the bulk operation is complete, you will receive an email. You can also view a detailed report of the operation via Bulk Operation Results.

If you are having issues uploading your CSV file to the Admin Console, see the Troubleshooting bulk user upload document.

Adobe Profiles

Adobe Profiles improve the way your end users store, manage, and securely collaborate on files stored in the cloud. The users that you add, in certain cases, may be prompted to select a profile (Business or Personal) when signing in to their Adobe account.

Multiple profiles are set up if one or more of the following cases applies to you.

  • The user has a business plan in addition to an individual plan. In this case, two profiles are set up — one Business and one Personal.
  • The user has multiple business plans provided by different organizations. In this case, a Business Profile is set up for each organization.
  • The admin has administrative privileges to more than one organization on the Adobe Admin Console. For details, see Update to sign-in experience for admins.
  • Your organization uses a feature called Directory Trust. This typically happens when there's a conglomerate or a group or holding company. In this case, two Business Profiles are set up — one each for the main and trustee organizations.
Select a Profile

For an end-user introduction to profiles, see Manage Adobe Profiles.

Edit user details

As an administrator, you only have access to update details for users who belong to a domain that your organization owns. You cannot update details for users who belong to a domain that your organization trusts but does not own. You can modify the following details for a user:

  • Name of the user
  • User name
Megjegyzés:

Editing user names is supported in the following scenarios:

  • Enterprise ID to Federated ID directory migration (If Email the same as user name / NameID).
  • Federated ID Email-based to Enterprise ID user name-based directory.
  • Federated ID user name-based to Federated ID Email-based directory.

Also, if a customer configures one of these scenarios, the Adobe user name must match the value received from the customer’s IdP.

  • Country of the user
  • User Groups and Products associated with the user
  • Administrative rights

You can edit user details such as products, roles, and user attributes of a set of users. For example, your IT Administrator imports many new users. As the System Administrator, you can update the product provisioning for the users in a single bulk update. You can delegate license, support, or deployment administrative privileges to members of the organization in bulk. You can also change the user groups assigned to the users.

Megjegyzés:
  • For Federated ID or Enterprise ID type users, user details can also be changed using the Admin ConsoleUser Sync tool, or the User Management API. The changes take effect immediately, however, the user is not notified. If you change the email address for a user, inform the user to use the new email address to log in to the Adobe enterprise account.
  • For Federated ID type users, changes in the email address affect the user login only if email addresses have been used as the identifier in the SAML handoff between Adobe and the Identity Provider of the organization. If your organization is using email addresses in the handoff, then the change in email addresses has to be done simultaneously on both sides or users will be unable to log in to their enterprise accounts.
  1. While working on users in the Admin Console, click  in the upper-right corner of the Users page.

  2. Choose Edit User Details by CSV from the drop-down list.

  3. In the Edit Users by CSV dialog box, click Download CSV Template, and choose either Current user list (recommended) or Standard template.

    Edit users by CSV

    For a description of the fields in the downloaded file, see CSV File format.

  4. Update the user details in the downloaded CSV file.

    The Bulk edit user details functionality allows you to edit the following user details:

    • User name
    • Product Profiles
    • Product Profiles Administered
    • Admin Roles
    • User Groups
    • User Groups Administered
    • Products Administered
    Figyelmeztetés:

    The ID column is for internal purposes only. DO NOT change the values in this column.

  5. Drag the updated CSV on to the Edit Users by CSV dialog box and click Upload.

    After the bulk operation is complete, you will receive an email. You can also view a detailed report of the operation via Bulk Operation Results.

If you are having issues uploading your CSV file to the Admin Console, see the Troubleshooting bulk user upload document.

Remove users

The organization owns and manages Business IDEnterprise ID, and Federated ID type user accounts. So, when you remove a user, all permissions and access to services conferred by the organization are revoked.

To revoke access to products and services, without deleting any associated data, do not delete the user. Instead, remove the user from any Product Profile that confers entitlements.

Megjegyzés:
Megjegyzés:

So as to provide benefits such as enterprise storage and other enterprise-level features, we are migrating all existing Adobe IDs to Business IDs. All new business customers will use Business IDs for their team members.

You'll receive advance communication when your organization is scheduled for this upgrade. For more information, see Introduction to Business IDs and new storage features. Until your organization is migrated, you will continue to use Adobe ID type to access the organization. Support for Adobe IDs will then be reserved for individual customers only.

  1. While working on users in the Admin Console, click  in the upper-right corner of the Users page.

  2. Choose Remove Users by CSV from the drop-down list.

  3. In the Remove Users by CSV dialog box, click Download CSV Template, and choose either Current user list (recommended) or Standard template.

    Remove users by CSV

    For the description of fields in the downloaded file, see CSV File format.

  4. Open the CSV file in Excel and edit the file such that it contains only rows for the users that you want to remove.

    Megjegyzés:

    If your organization uses Adobe storage for business, specify the transfer options in the CSV file for each user. If these options are not specified, the default option Transfer content later is used.

  5. Drag the updated CSV on the Remove Users by CSV dialog box and click Upload.

    After the bulk operation is complete, you receive an email notification. You can also view a detailed report of the operation via Bulk Operation Results.

Bulk Operation Results

After you perform a bulk operation, like adding or editing multiple users, you receive an email with the details of the operation. In addition, you can view these details on the Bulk Operation Results page.

  • Operation: Type of operation performed: Edit users, Add users
  • Filename: Name of the uploaded file
  • Initiated By: Admin's user name
  • Started Date or day the upload was initiated (Larger might not complete on the same day and take some time to process)
  • Status: Completed or failed.
Megjegyzés:

If a bulk operation is not displaying in the results page, refresh your browser page so it shows the latest results.

To view Bulk Operation Results, follow the steps:

  1. Navigate to Users > Users in the Admin Console, and click  in the upper-right corner of the Users page.

  2. In the drop-down list, choose Bulk Operation Results.

    The Bulk Operation Results page displays.

  3. To view the details of an operation, click the name of the operation.

    Megjegyzés:

    If some of the products specified in the upload file, were purchased under the VIP program, and the licenses for these products have been consumed, these product licenses will not be assigned to the users. For details on the deficit of product licenses, click View deficit report.

  4. To download the results as a CSV file, click Download Results.

  5. To remove a result, click the check box to the left of the operation name and click Remove Result.

    You can also clear all the bulk operation results clicking Clear All Results.

If there is Bulk operation failure, see the Troubleshooting bulk user upload document for solutions. You can also ask experts or other admins on our community.

Megjegyzés:

The Bulk Operation Results page displays reports that are 90 days old or less. Reports that are more than 90 days old are automatically removed.

CSV file format

The template file that you download, contains sample data that you can use as a guide.

Figyelmeztetés:
  • The CSV file must have only one row per email+identity type combination.
  • The CSV file that you upload does not support user names having special characters, such as the comma (,) and the semicolon (;).

 

Field Name Description Required/Optional for identity types 
Identity Type

Enter the type of user to add.

These values control the ID type assigned to the user. Not case sensitive. The ID type must be valid for the domain.

Valid values:

  • Federated ID
  • Enterprise ID
  • Business ID
  • Adobe ID

Optional.

If field is empty, defaults to Business ID or Adobe ID

Username

Restricted to ASCII.

User name as it corresponds to the respective user ID.

For Adobe ID type users, the user name that is defined for the Adobe ID of the user.

Only used in Enterprise administered domains. Account name to be used for this user. Restrictions to an email address and same email address can be imposed by the domain owner. 

Maximum length is 255 characters.

Edit user details by CSV:

Editing user names is supported in the following scenarios:

  • Enterprise ID to Federated ID directory migration (If Email the same as user name / NameID).
  • Federated ID Email-based to Enterprise ID user name-based directory.
  • Federated ID user name-based to Federated ID Email-based directory.

Also, if a customer configures one of these scenarios, the Adobe user name must match the value received from the customer’s IdP.

To update user names, you'll also must entries for the ID column. To get these values for each existing user, we recommend that you download the Current user list.

Enterprise ID and Federated ID: Optional. If specified, must be same as Email or as specified as domain owner.

Business ID or Adobe ID: Optional. If specified, must be same as Email.

Domain

The domain name as specified in the user's Email address.

 

Optional.

If field is empty, Email address domain is used.

Email

Valid email address.

60 character maximum.

If Identity type is Enterprise ID or Federated ID, the domain must be claimed, activated by the organization and linked to a directory of the type specified in the first field. For details, see Setup user identity in the Admin Console.

For Adobe ID, it is the email address used for the user and account name. 

See RFC 2822 sec 3.4.1

Required
First Name

First Name of the user.

For Adobe ID type users, the first name that is defined for the Adobe ID of the user.

Maximum length is 255 characters.

Restricted to ASCII.

NoteWe support the use of the extended list of ASCII characters, which includes letters commonly used in European names such as üé and ß.

Optional
Last Name

Last name of the user.

For Adobe ID type users, the last name that is defined for the Adobe ID of the user.

Maximum length is 255 characters.

Restricted to ASCII.

NoteWe support the use of the extended list of ASCII characters, which includes letters commonly used in European names such as üé and ß.

Optional
Country Code

A two-letter country code (for example, United States = "US").

For Adobe ID type users, enter the country code that is defined for the Adobe ID of the user.

If present, check to ensure that the user is from a country where Adobe does the business. It is present for Enterprise administered accounts.

To determine the Country Code, see https://www.iso.org/obp/ui/#home.

For more information, see ISO 3166-1 alpha-2 Country Codes

Enterprise ID, and Federated ID: Required.
ID

(For internal purposes only.)

Do not make changes to the values in this column.

See details in the Username column description, above.

Optional.

 

Product Configurations

The product profiles to which you want to assign the user.

A comma-separated list of one or more product profile names to assign to the user exactly as they appear in the Admin Console.

For example: "Adobe AudienceManager - Default Access: Audience Manager, All Apps - 100 GB - Default configuration"

Optional.

Note: If left empty, end users will not be given entitlements to apps.

Leave empty for admins who do not require app entitlements.

Team Products

For Adobe teams customers only.

The names of the Team Products to assign to the user.

To assign the user to multiple team products, enter all the desired product names in quotes, separated by commas.

For example, "Audience Management: Audience Manager - Default Access, the Custom plan only - Custom plan - Design"

Note: Enter the team products in the Product Configurations field and change the name of the field to Team Products.

Optional.

Note: If left empty, teams end users will not be given entitlements to apps.

Leave empty for team admins who do not require app entitlements.

Admin Roles

Administrative role to assign to the user.

Valid values:

  • System
  • Deployment
  • Support
Optional.
Product
Configurations Administered

The names of the Product Profiles to grant administrative privileges to the user.

To assign administrative privileges for multiple product profiles, enter all the desired profile names in quotes, separated by commas.

Optional
User Groups

The names of the User Groups to add the user.

To add the user to multiple groups, enter all the desired group names in quotes, separated by commas.

Optional
User Groups Administered

The names of the User Groups to grant administrative privileges to the user.

To assign administrative privileges for multiple groups, enter all the desired group names in quotes, separated by commas.

Optional
Products Administered

The names of the Products to grant administrative privileges to the user.

To assign administrative privileges for multiple products, enter all the desired product names in quotes, separated by commas.

Optional
Developer Access

(For developers only)

The names of the Product Profiles of products that include API access to which the developers are added.

For details regarding developers, see Add multiple developers (in bulk) section in this document.

Optional

Field Name

Description

Required / Optional

Email

Valid email address.

60 character maximum.

See RFC 2822 sec 3.4.1

Required

First Name

First Name of the user.

Restricted to ASCII.

Maximum length is 255 characters.

 

Optional

Last Name

Last name of the user.

Restricted to ASCII.

Maximum length is 255 characters.

 

Optional

Admin Roles

Admin role to assign to the user.

Valid values:

  • System

Optional

User Groups

The names of the User Groups to add the user.

To add the user to multiple groups, enter multiple group names in quotes, separated by commas.

Optional

Team Products

The names of the Team Products to assign to the user.

To assign the user to multiple team products, enter multiple product names in quotes, separated by commas.

For example, "Audience Management: Audience Manager - Default Access, the Custom plan only - Custom plan - Design"

Optional.

Note: If left empty, end users will not be given entitlements to apps.

Leave empty for admins who do not require app entitlements.

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