{"id":982,"date":"2016-07-05T12:07:46","date_gmt":"2016-07-05T12:07:46","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/users\/en\/?p=982"},"modified":"2016-07-05T12:07:46","modified_gmt":"2016-07-05T12:07:46","slug":"automated-user-administration","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2016\/07\/05\/automated-user-administration\/","title":{"rendered":"Automated user administration"},"content":{"rendered":"<p>With today&#8217;s update portatour\u00ae Anywhere allows the <strong>automatic creation and update of user accounts by means of import files <\/strong>\u2013 e.g. Excel or CSV files. This is mainly a benefit for companies with many new users or companies who want to synchronize their user administration with third party systems (ERP\/CRM).<\/p>\n<p>In case your company owns two or more portatour\u00ae licenses you \u2013 or your administrator \u2013\u00a0 can find the new <strong>Import, Export<\/strong> and <strong>Import settings<\/strong> buttons below the user list in the portatour\u00ae Anywhere user management.<\/p>\n<p>Use the <strong>export <\/strong>to obtain the complete user list with all fields of the user administration as Excel or CSV file for download. You can edit and re-import this file for the easier mass editing of many user accounts.<\/p>\n<p>The <strong>import<\/strong> enables the automatic creation, update or deactivation of user accounts.<\/p>\n<p><img decoding=\"async\" class=\"details-image\" src=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/User-Import-EN.png\" alt=\"\" \/><\/p>\n<p>The fields <strong>First name<\/strong>, <strong>Last name<\/strong> and <strong>Email<\/strong> are <strong>mandatory fields<\/strong> when creating user accounts. We recommend to use the e-mail address or Portatour ID as key fields when updating user accounts. Click the blue (i) symbol next to the field names to obtain detailed information for the additional fields.<\/p>\n<p>Click &#8220;Next&#8221; to reach the next page where you\u00a0can optionally\u00a0assign the users&#8217; <strong>home location<\/strong> fields.<\/p>\n<p>New user accounts are activated by default \u2013 i.e. a user name and an access link are assigned. However, the user will only receive an information via e-mail or text message if, as usual, you click &#8220;<strong>Send access link<\/strong>&#8221; in the user list.<\/p>\n<p>In addition, there is the possibility of automated export and import of user accounts via <strong>API<\/strong>. Click <strong>import settings<\/strong> below the user list to obtain the configuration file for the import. Please refer to the API description in the options for details.<\/p>\n<p>Please note:<\/p>\n<ul>\n<li><em>The new user import\/export feature is not available for companies who have established a direct connection between portatour\u00ae Anywhere and a data host system &#8211; e.g.\u00a0Salesforce or Dynamics CRM. In those cases the user accounts are synchronized automatically with the host system in any case.<\/em><\/li>\n<li><em>For security reasons it is not possible to mass delete user accounts via the import. Instead, user accounts are deactivated. Therefore, deactivated user accounts should be deleted manually every now and then after the previous transfer or download of the contained data in order to avoid the exceedance of the licenses.<\/em><\/li>\n<li><em>Previously created and updated user accounts will definitely be preserved in the case of unexpected errors during the import process. A rollback will not be carried out.<\/em><\/li>\n<li><em>The data (customers, appointments, reports, &#8230;) of a user account will be deleted if you select &#8220;No&#8221; for the field &#8220;Has own schedule&#8221; for that user. In emergencies restore to a restore point.<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>With today&#8217;s update portatour\u00ae Anywhere allows the automatic creation and update of user accounts by means of import files \u2013 e.g. Excel or CSV files. This is mainly a benefit for companies with many new users or companies who want to synchronize their user administration with third party systems (ERP\/CRM). In case your company owns [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-982","post","type-post","status-publish","format-standard","hentry","category-anywhere-en"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/982","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/comments?post=982"}],"version-history":[{"count":13,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/982\/revisions"}],"predecessor-version":[{"id":1012,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/982\/revisions\/1012"}],"wp:attachment":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/media?parent=982"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/categories?post=982"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/tags?post=982"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}