Download and use the User Upload template to add new and update existing study users in bulk.

1. On the Home page, open the study's settings.
2. Navigate to the Users tab.
   If you are using an User Upload Error report instead of a new template file, skip to step number 9.
3. Click Download Template and select either one of the following options to download the template that you need:
   • Create Users: this option downloads a template with an empty users table.
   • Update Users: this option downloads a template populated with all current study users.

   Tip:

   In both cases, the template is populated with the current active study roles available in the study. You should always download a new template to pick up any changes applied to your study.
4. Open the template.
5. In the Clinical One Users tab, enter details for each user:
   • In the template generated to Create Users, enter the details for new users to be added.
   • In the template generated to Update Users, locate the existing user you want to update, and edit the necessary details.

   Note:

   Both templates support the functionality to add and update study users, as well as to create SSO accounts when they don't exist.

   For instance, you can add rows with updated details for existing users in the template generated to Create Users, or add rows with details for new users in the template generated to Update Users. In both cases your updates will get properly applied.

6. Click Validate and then click OK in the confirmation dialog.
   After you click Validate, macros run to ensure required data is present and adheres to the required format. To do this, make sure macros are enabled on the file.
7. If applicable, address any issues identified by the macros. Cells with errors get highlighted after the validation.
8. Save and close the file.
9. In Oracle Clinical One Platform, return to the Users tab in your study's settings, and click Create/Assign User.
10. In the Create/Assign Users dialog, click Upload File for one of the following options:
    • Upload Clinical One SSO users
    • Upload federated SSO users
11. When prompted, select the file (user upload template or user upload error report) previously saved, and click Open.
    A screen to Map Roles opens in the Upload Users dialog. The roles in the import file are automatically mapped to the roles available in the study. However, you can manually map roles differently using the drop-downs on this screen.
12. Review the role mappings and click Next.
13. In the preview window, review the user details to be uploaded and do the following:
    • (Optional) Select the Upload users to training mode checkbox if users should be created or updated in both Production and Training mode.
    • (Optional) Enter comments in the comment box. Comments are included in the User Assignment report, the User Assignment by Site report and the User Upload Error report.
14. Click Upload.