Bulk User Operations
Bulk user operations allow you to efficiently manage multiple support user accounts simultaneously. This is particularly useful when onboarding new team members, updating permissions across multiple users, or managing large-scale organizational changes.
Access Requirements
Tier 1+ Access Required: Bulk user operations require Operational Support (Tier 1) or higher levels. These operations will only permit actions based upon the user permissions.
Important Note
These operations are specifically for support users who access the TALON Support Dashboard, not for members or employer group users. Member management uses different processes and interfaces.
Import Users
The CSV import function allows you to create multiple support user accounts simultaneously by uploading a properly formatted CSV file.
CSV File Format Requirements
Your CSV file must contain exactly four columns in the following order:
| first_name | last_name | tier | |
|---|---|---|---|
| John | Doe | jdoe@talonhealthtech.com | support-tier-1-operations |
Support Tier Values
The tier column must contain one of these exact values:
Support Tier Codes
Basic support level for help desk operations.
support-tier-0-help-desk
Operational support level with expanded access.
support-tier-1-operations
Software partner access level with administrative capabilities.
support-tier-2-software-partner
Engineering level with full system access.
support-tier-3-engineering
Step-by-Step Import Process
Create a CSV file with the required four columns. Ensure all email addresses are valid and tier values match the exact strings shown above. Save the file with UTF-8 encoding to avoid character issues.
Navigate to the User Management section in your dashboard. Look for the "Import Users" option. This will be found at the top of the page near the "+ Invite User" option.
Click the upload button and select your CSV file. The system will validate the format and content before processing. You'll see a preview of the data to be imported.
After processing, you'll receive a detailed report showing successful imports and any failures. Failed rows will include specific error messages explaining what needs to be corrected.
Import Validation
If any rows fail to import, you'll receive a detailed report showing which specific rows had issues and why. Common failure reasons include invalid email formats, duplicate email addresses, or incorrect tier values.
Export Users
The export function allows you to download current user data in CSV format, which can be useful for:
- Backup purposes: Maintaining records of user accounts
- Audit compliance: Documenting user access levels
- Bulk updates: Modifying exported data for re-import
- Reporting: Creating user statistics and reports
Export Options
You can typically export:
- All users: Complete user database
- By tier: Users of a specific access level
- Active users only: Excluding disabled accounts
- Custom filters: Based on creation date, last login, etc.
Troubleshooting
Common Import Issues
- Format errors: Ensure CSV has exactly 4 columns with correct headers
- Invalid email addresses: Check for typos and proper email format
- Duplicate emails: Each user must have a unique email address
- Invalid tier values: Use exact tier strings as specified
- Character encoding: Save CSV files as UTF-8 to avoid special character issues
Error Resolution
When imports fail, the system provides specific error messages:
- Review the error report carefully
- Correct issues in your CSV file
- Re-upload the corrected file
- Contact technical support for persistent issues