Is there any way to add roles to Client Organization?

Vicky shared this question ago

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Hi,

I noticed when I add users to a client org, i have to search and add them person by person, instead of adding roles (as adding roles on dashboard or user group).

Any idea?

Thanks,

Vicky

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Guest ●

Hi Vicky,

yes, here are two ideas, you could add bulk users by logging into the Client Org and importing your bulk user CSV file:

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or else, if your organisation uses LDAP authentication then your LDAP users and groups will be available as shown below:

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otherwise, you could raise an Idea here for the groups to be available to the add user UI for Client Orgs.

regards,

David

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Guest ●

Hi Vicky,

just checking how you are getting on with adding users to a client org, and whether you would like this ticket closed or not?

regards,

David

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Vicky ●

Hi David,

I am so sorry I forgot to reply this ticket. So currently I am adding users one by one on Client Org access, since users will ask for access everyday, adding bulk user csv file is almost the same as adding them user by user.

Thanks for your help.

Please feel free to close this ticket.

Thanks,

Vicky

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Guest ●

OK, yes I understand, the bulk user upload wouldn't help if you had to do it every time a new user asks for access.

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