Import users
You can import users using a spreadsheet import file.
Before you create a new user, first ensure that you have created all objects that you want to associate with the user. For example, if you have not created a schedule, you cannot assign a schedule to the new user, and the field you use to associate a schedule with the new user does not appear in the New User screen.
Access requirements
You must have the following to perform the steps in this article:
You must have one of the following:
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The System Administrator access level. For information, see Grant a user full administrative access.
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Users setting in your access level configured to Edit access, with Create and at least one of the two User Admin options enabled under Fine-tune your settings
Of these two options, if User Admin (Group Users) is enabled, you must be a group administrator of a group where the user is a member.
For more information about the Users setting in an access level, see Grant access to users.
Use a spreadsheet import file to import users
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Click the Main Menu icon
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Click the New User drop-down arrow, then click Import Users.
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In the Import Users box that displays, download the sample file, then update the sample file to include your own user’s personal information.
Each row includes the following fields:
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First Name
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Last Name
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Email Address
Email addresses must be unique.
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Access Level
Access Levels are case sensitive.
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SSO Login ID
This field is included only if SSO is enabled in your system. You must add the Federation ID in this field for each user. When you create a user from the People tab, you can set up a password for the user if you want to allow users to log in without SSO. However, the import feature does not allow you to leave the SSO LOGIN ID blank.
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Ensure that no extra spaces exist before or after a user’s email address.
When you are finished with a row, it should look like this:
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Save the file to a location on your workstation.
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Click Choose File in the Import Users box.
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Navigate to and select the file that you saved.
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(Optional) Select the Send an invite email to this user option to send an email invitation to the user, notifying them that a Workfront account has been created and prompting them to set their password.
Deselect this option if you want to set the password for the user.
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Click Import.
You receive a confirmation message at the top of the screen that the user was successfully imported.