Importing Users with Group Assignment in Bold BI

When importing users into Bold BI from a CSV file, you have the option to include a column named GroupName. This feature allows for efficient organization of users into specific group during the import process.

Steps to Import Users with Group Assignment

1. To know abou how to download csv user import template. Go through the KB article.
2. Prepare Your CSV File: Ensure your CSV file includes a column labeled GroupName. This column should contain the name of the group to which each user should be assigned.
   
   
3. Import Process:
   • During the import, users are added from the CSV template.
   • Bold BI checks the GroupName provided for each user.
   • If the specified group already exists in Bold BI, the user will be added to that group.
   • If the group does not exist at the time of import, Bold BI will automatically create a new group with the specified name and assign the user to it.

Benefits of Group Assignment

• Organized User Management: Grouping users allows for better management and organization within the Bold BI platform.
• Streamlined Access Control: By assigning users to groups, you can easily manage permissions and access levels for different sets of users.

Conclusion

Utilizing the GroupName column during user import can significantly enhance the user management experience in Bold BI. This feature not only simplifies the process of adding users but also ensures that they are organized into appropriate groups from the outset.

Additional References

• CSV User Import Guide