Bulk Upload screen

Creates more than one user for AgilePoint NX.

Figure: Bulk Upload screen

Bulk Upload screen

Examples

Prerequisites

How to Start

  1. Click Settings.

    Settings
  2. Click Admin Settings.

    Click Admin Settings
  3. Click the Bulk Upload tab.

    Click Bulk Upload tab

Fields

Field NameDefinition

Authentication Type

Function:
Specifies the authentication provider from which to add your users. The users must use the credentials for this authentication provider to sign in to AgilePoint NX.
Accepted Values:
  • AgilePoint ID - Lets the new users login with AgilePoint ID.
  • User From An External Source - Lets the new users login with other sources such as Microsoft 365, Google account, or Salesforce.
Default Value:
AgilePoint ID

Download Template

Function:
Downloads an Microsoft Excel template file to enter more than one user's information to add.
Example:
Refer to:

Select files

Function:
Selects your Excel file with your user information.
Example:
Refer to:

Upload File

Function:
Uploads your Excel file with the user information to add the users.