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Can you update membership, roles and team area for users via a csv file import?


Daniel Ruebush (972271) | asked May 03 '16, 3:49 p.m.
I am currently running CLM 5.0.2 and using LDAP.
In LDAP, the users are
already created.

We are aware that repotools supports export and import of users.

Is there a way to update membership, roles and team area for users in CLM through a process ?

We would like to prepare the membership, roles and team area for users
in a csv file and then through a process update CLM products.

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Donald Nong (14.3k213) | answered May 06 '16, 5:37 a.m.
I'm not aware of such feature.

It may not be of great help in general use. For each project area, the roles can be different, and for each member, there can be multiple roles and the order of the roles matters too.
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Koak Lodge (1567) | answered May 12 '16, 5:21 a.m.

I also am not aware of such a feature.

However I disagree that it would not be useful. At the very least, it would be useful to me if there was a function to export the users, teams, roles, and permissions to CSV to be able to view the information in one set rather than clicking around between many different web pages. It would then be easier to update cells and import.

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