About the User Upload template

From Oracle Clinical One Platform you can download the User Upload template file to manage study users in bulk. In the User Upload template you define the details of new users to be added or existing users to be updated. This template is only to manage study users within a given study.

By default, users are uploaded in Production mode. However, during the upload process, you can enable Upload users to training mode to upload users for both Production and Training modes.

Note:

While you can manage a study's users with the User Upload template, you cannot use this template to create or manage accounts for global users, including Oracle Clinical One Digital Gateway users. For more information on how to create product administrator users, see Create accounts for different types of users with access to specific products.

For each user you add in the template, you define the user account details (such as user name and email address) and the details for the user's access within the study. These include the date range in which the access is effective, the study role, and the associated sites and depots.

When you enter a user account in the template that doesn't exist in Oracle Life Sciences IAMS, the upload process also creates the Oracle Life Sciences Single Sign-On (SSO) account for the user in Oracle Life Sciences IAMS. However, this is only supported for Clinical One SSO users, which are managed directly in Oracle Life Sciences IAMS. This behavior is not applicable to federated SSO users, which are managed outside of Oracle Life Sciences IAMS.

Caution:

It is important that you closely review the user account details entered in the template. If you mistype an email or user name for an existing account, it may result in the creation of a new account.

About the two available download options

In Oracle Clinical One Platform, there are two available options to download the user upload template and cover different use cases:
  • Create Users
  • Update Users
When you download a template to Create Users, you generate a file with an empty table for you to specify new users' details. When you download a template to Update Users, the generated file is populated with current details of the existing study users in Production mode, to facilitate the task of updating those users.

In both cases, the template is validated and processed in the same way. This means both options support the functionality to add and update study users, as well as to create Oracle Life Sciences SSO accounts when applicable. For instance, you can add rows with updated details for existing users in the template generated to Create Users. And you can add rows with details for new users in the template generated to Update Users. All updates will be applied in your study as expected and regardless of the option used to generate the template.

Related Topics

Parent topic: Manage study users in bulk