Add users (local only)

To add multiple users to IBM® Planning Analytics Workspace Local, you upload a list of users and then can you activate, deactivate, or delete them.

Before you begin

To administer users in IBM Planning Analytics Workspace Local, you must have the Administrator role.

About this task

Settings for the ENABLE_USER_IMPORT configuration parameter affect when a user can log in to Planning Analytics Workspace Local.

For more information, see Planning Analytics Workspace configuration parameters.

What to do next

Add users in Planning Analytics Workspace

Procedure

  1. Create a CSV file that contains the users that you want to upload.

    The CSV file can have a header row. If you use a header row, you can order the user information however you want as long as the names of the columns match the supported names. For example:

    Login ID, First Name, Last Name, Email
    Planning Analytics/Mary Smith,Mary,Smith,msmith@ca.ibm.com
    Planning Analytics/Robert Smith,Robert,Smith,roberts@ca.ibm.com
    Planning Analytics/Kevin Alexander,Kevin,Alexander,kalex@ca.ibm.com
    

    The CSV file must contain one line for each user with the following information: Login ID, First Name, Last Name, Role, Email, Status. Login ID, First Name, and Last Name are required. Role, Email, and Status are optional.

    If you omit Role, it defaults to Analyst. For information about roles, see User roles.

    If you omit Email, it defaults to Login ID. If the Login ID is not a valid email address, the user will be added with a state of Not invited yet and cannot log in to Planning Analytics Workspace Local.

    Status can be Active, Inactive, or Inactive_suspended. If you omit status, it defaults to Suspended. A user that has a status of Suspended can't log in to Planning Analytics Workspace until you activate them.

    Note: Text values in the CSV file such as role and status must be in English.

    If the CSV file does not have a header row, use commas to ensure that the information is in the correct layout. For example:

    Planning Analytics/Mary Smith,Mary,Smith,,msmith@ca.ibm.com,Active
    Planning Analytics/Robert Smith,Robert,Smith,,roberts@ca.ibm.com,Suspended
    Planning Analytics/Kevin Alexander,Kevin,Alexander,Administrator,kalex@ca.ibm.com,Active
    
  2. On the Welcome page, click the Administration tile.
    Note: If you don't see the Administer option, then you are not logged in as administrator and you cannot add users in Planning Analytics Workspace Local.
  3. Click the Users & Groups tab.
  4. Click the Users tab.
  5. Click Upload users from a .csv file Upload users icon.
  6. Drag the CSV file onto the Drop your .csv file here region CSV icon, or browse to the file location and import the file.
    The file is uploaded and you see a success message.
  7. Click OK.
    The users appear under the Users tab with the status that you specified in your CSV file.
    Note: Status appears as Active, Suspended, Invited, or Not invited yet depending on whether you supplied a Status in your CSV file.

What to do next

Add users in Planning Analytics Workspace Classic

Procedure

  1. Create a CSV file that contains the users that you want to upload.

    The CSV file can have a header row. If you use a header row, you can order the user information however you want as long as the names of the columns match the supported names. For example:

    Login ID, First Name, Last Name, Email
    Planning Analytics/Mary Smith,Mary,Smith,msmith@ca.ibm.com
    Planning Analytics/Robert Smith,Robert,Smith,roberts@ca.ibm.com
    Planning Analytics/Kevin Alexander,Kevin,Alexander,kalex@ca.ibm.com
    

    The CSV file must contain one line for each user with the following information: Login ID, First Name, Last Name, Role, Email, Status. Login ID, First Name, and Last Name are required. Role, Email, and Status are optional.

    If you omit Role, it defaults to Analyst. For information about roles, see User roles.

    If you omit Email, it defaults to Login ID. If the Login ID is not a valid email address, the user will be added with a state of Not invited yet and cannot log in to Planning Analytics Workspace Local.

    Status can be Active, Inactive, or Inactive_suspended. If you omit status, it defaults to Suspended. A user that has a status of Suspended can't log in to Planning Analytics Workspace until you activate them.

    Note: Text values in the CSV file such as role and status must be in English.

    If the CSV file does not have a header row, use commas to ensure that the information is in the correct layout. For example:

    Planning Analytics/Mary Smith,Mary,Smith,,msmith@ca.ibm.com,Active
    Planning Analytics/Robert Smith,Robert,Smith,,roberts@ca.ibm.com,Suspended
    Planning Analytics/Kevin Alexander,Kevin,Alexander,Administrator,kalex@ca.ibm.com,Active
    
  2. On the Welcome page, click your user name, and then click Administer.
    Note: If you don't see the Administer option, then you are not logged in as administrator and you cannot add users in Planning Analytics Workspace Local.
  3. If you are not already there, click the Users tab.
  4. Click Upload users.
  5. Drag the CSV file onto the .csv icon CSV icon, or browse to the file location and import the file.
    The file is uploaded and you see a success message.
  6. Click OK.
    The users appear under the Users tab with the status that you specified in your CSV file.
    Note: Status appears as Active, Suspended, Invited, or Not invited yet depending on whether you supplied a Status in your CSV file.