Import a List of Users

You can import an existing list of users from a file or manually enter the email address and role of users in the grid that is available.

Note: The User Management page is available to users with the Admin role. See User Permissions for more information.

To import a list of users, you will need to create a users list data file with the appropriate data. See Column Details.

You can upload your users list file in the following supported formats:

  • .csv
  • .tsv
  • .xls
  • .xlsx
  • .xml
  • .txt

You can clean up or remove any corrupted data before submitting.

The Upload screen allows you to select your users data file and upload it in the system.

To upload the users data file:

User Management

  1. In the User Management list, click Import User List.

    2. Add users

    The Import User List window is displayed.

  2. Click the Upload data from file button.

  3. Navigate to your data file and select it.

The Match screen allows you to match your spreadsheet columns to the right data points. You will be able to clean up or remove any corrupted data before finalizing your import.

For more information on the data that you must use for each column, see Column Details.

To match your data:

  1. Check your users file encoding. If your data in this preview does not look right, you may need to try other encoding schemes. See Supported Encoding.

    2. Audience data file encoding

  2. Define whether your file has column headers.

    3. Selecting your first row of data ensures that you will have the data that you need to move ahead.

    Tip: Once you have selected the useful data and the row containing column headers, you can skip this step in the future.

    Only one row of header data is currently supported.

  3. The import tool has selected the row that it considers as the header row. Select one of the following possibilities:

    • To accept this row as the header row, click Yes.

      • Accept row as the header row

    • To select another row in the file as the header row, click Select another row. Click the radio button next to the row that should be the header row, and then click Confirm.

      • Select another row

    • If your data file does not have a header row, click No header row. You will need to properly match each column in your file.

      • No header row

    The next screen allows you to finalize your data matching. It indicates whether your data columns match the template columns that Broadsign needs.

  4. Do one of the following:
    • If all of your columns already have a match, click the Review button at the bottom of the screen.

      • Columns already have a match

    • If one or more of your columns do not have a match, use the Lookup matching fields drop-down menu to select a corresponding column. Once done, click Review.

      • Columns do not have a match

    • You can confirm the mapping column by column by clicking the Confirm mapping button. After doing it once, you won't need to do it again.

    • If you do not want to use a column in your file, click Ignore this column. It may be useful if you are using a template that is not the one provided by Broadsign and it has extra columns.

Supported Encoding

Broadsign supports the following data file encoding formats:

  • ASCII
  • UTF-8
  • UTF-16
  • 2143-ordered
  • 3412-ordered
  • Big5
  • EUC-JP
  • EUC-KR
  • EUC-TW
  • GB18030
  • GB2312
  • HZ-GB-2312
  • IBM855
  • IBM866
  • ISO-2022-CN
  • ISO-2022-JP
  • ISO-2022-KR
  • ISO-8859-2
  • ISO-8859-5
  • ISO-8859-7
  • ISO-8859-8
  • KOI8-R
  • MacCyrillic
  • SHIFT_JS
  • TIS-620
  • UTF-16BE
  • UTF-16LE
  • UTF-32BE
  • UTF-32LE
  • windows-1250
  • windows-1251
  • windows-1252
  • windows-1253
  • windows-1255

Column Details

Column Name Description
Email

Email address of the users.
Roles

Roles associated with the users. You can add several roles, separated by by ";".

The list of roles depend on the products that you have. The roles assigned to the user will define what they will see in the Broadsign Platform.

See User Permissions for a list of roles and their assigned privileges.

The Review screen allows you to check your users data one last time to ensure that everything is correct.

Review screen

You can do the following:

  • Select to only show the rows in your data file that have issues in them by toggling the Only show rows with problems option.

    • Only show rows with problems

    The problems are shown in red. You can hover over the problem to get a hint at what is wrong, and then correct it. For more information on the data that you must use for each column, see Column Details.

  • Select to only show the modifications that you have done in the update wizard (not in your data file) by toggling the Show modifications option.

    • Show modifications

  • If there is missing information, you can type the proper value in the corresponding cell. If you type something that does not have the correct format, the cell is displayed in red. You can hover over it to get a hint at what is wrong, and then correct it.

Once everything is right, click the Continue button.

If you still have issues in your data, the following window is displayed:

Unresolved format issues

  • Click Go back to return to the Review page and fix the issue.
  • Click Continue to go on with the import process. The row that contains the problematic data will be discarded and will not be imported. The valid rows will be imported.

The Broadsign Platform finishes the import process. A successful import means that all the data provided has been checked and is compliant.

The users are added to the User Management list.

You can manually enter the email address and role of users in the grid that is available.

To manually enter a list of users:

User Management

  1. In the User Management list, click Import User List.

    2. Add users

    The Import User List window is displayed.

  2. In the grid at the bottom of the page, enter the email address and roles of your users.

    3. You can add several roles, separated by by ";".

    The list of roles depend on the products that you have. The roles assigned to the user will define what they will see in the Broadsign Platform.

    See User Permissions for a list of roles and their assigned privileges.

    The data is validated as you enter it.

    You can also do the following:

    • Select to only show the rows in your data file that have issues in them by toggling the Only show rows with problems option.

      • Only show rows with problems

      The problems are shown in red. You can hover over the problem to get a hint at what is wrong, and then correct it.

    • Select to only show the modifications that you have done in the update wizard (not in your data file) by toggling the Show modifications option.

      • Show modifications

    • If there is missing information, you can type the proper value in the corresponding cell. If you type something that does not have the correct format, the cell is displayed in red. You can hover over it to get a hint at what is wrong, and then correct it.
  3. Once everything is right, click the Continue button.

    4. If you still have issues in your data, the following window is displayed:

    Unresolved format issues

    • Click Go back to return to the Import User List page and fix the issue.
    • Click Continue to go on with the import process. The row that contains the problematic data will be discarded and will not be imported. The valid rows will be imported.

    The Broadsign Platform finishes the import process. A successful import means that all the data provided has been checked and is compliant.

    The users are added to the User Management list.