A user is a person who is added to the system in one of the following ways:
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Method
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Description
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Requirements
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Manual creation
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An admin creates the user.
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A user name and a user email.
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Org structure import
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An admin uploads a CSV file containing the org structure.
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A CSV file with the required columns.
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Automatic user provisioning
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The user signs in for the first time and is created automatically.
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An identity provider with Automatic user provisioning enabled.
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To stop a user from signing in while keeping their history, deactivate the user instead of deleting them.
Users imported from an org structure file are managed by that file:
- Their name and email are read-only.
- You can’t delete them. If a later import no longer lists them, they are deactivated, not deleted.
To change imported users, import an updated org chart.
You can view all users in one searchable table. Search matches on the user’s name. You can filter the table by team and status, and show or hide columns such as metadata and labels.
Open a user to see their details. The Provisioned by field shows how the user was added, for example Imported for users from an org structure import.
Teams are created automatically when you import an org chart that groups users into teams. They can’t be created manually, and you can’t manually assign a user to an existing team.
Teams can be nested under a parent team.
To add users and teams in bulk, upload your org structure as a CSV file that contains the required columns:
external_id
email
given_name: The user’s first name.
family_name
manager_external_id: Identifies who the user reports to, which the importer uses to build teams.
The first upload creates all the people and teams it lists.
Because teams change only through import, upload the file again whenever your org structure changes. Users that the new file no longer lists are deactivated, not deleted.