Add Users

AssetExplorer manages all the users in the organization from Admin > Organizational Details > Users. You can add users to your organization manually or import them in bulk.

Role Required: SDAdmin

Add Users manually

On the user list view page, click New.
Enter the user details in the form using the pointers given below.

Field Name	Explanation
Name fields	Enter first name, middle name, and last name.
Display Name*	Provide a unique display name.
Employee ID	Provide an employee ID.
Job Title	Provide a job title.
Department	Select the user's department. This field is displayed only if departments are configured under Admin > Organizational Details > Department.
Phone	Add a phone number.
Mobile	Add a mobile number.
Business Impact	Select the impact the user has on the organization. This field is displayed only if impact is configured under Admin > CMDB > Impact.
Description	Add a relevant description.
Primary Email	Add the primary email ID.
Secondary Email IDs	Add secondary email IDs if applicable.
SMS Email ID	Add the SMS email ID provided by mobile service providers.
Checkbox: Purchase Approver	Check this box to allow the user to approve purchase orders and set the approval limit within which the user can approve.
Reporting To	Enter the user's reporting manager's name. You can also choose from an existing user by clicking the icon.

* Mandatory fields

Click Save or Save and add new.

Import Users

You can add users in bulk by importing from CSV or Active Directory. You can also import users from Active Directory Groups.

To import from CSV files,

Go to the user list view page.
Click the down-arrow beside the New button and select Import from CSV.
In the import wizard, select the file and click Submit.
Now, map the field names with the column names in CSV and click Import.
To import from Active Directory, click Import from AD on the user list view page. Alternatively, you can also schedule import from Admin > Organizational Details > Active Directory. Click here to learn more.