Product: VIA Pro for the Web
Applies to: Administrators
As an Intralinks VIA Pro business group administrator, you can provision new accounts for people to create Workspaces in your group.
This article will guide you through creating multiple accounts using an import file.
I want to
- Create new VIA Pro user accounts in my business group
- Provision multiple new VIA Pro accounts
Steps
Create an account import file
You can use either a Microsoft Excel file (.xls or .xlsx) or a comma-separated value (.csv) file for importing account information.
The table below shows the columns that must be included in the import file. If any information about people is missing, the import process can continue, but accounts will not be created for those people. You will have an opportunity to correct your import file and perform the import again.
Required information |
Required column headers |
Content formatting requirements |
Email addresses |
You must use one of the following headings:
The heading can be uppercase or lowercase; case is ignored. |
Email addresses cannot have more than 100 characters. |
Organization name |
You must use one of the following headings:
The heading can be uppercase or lowercase; case is ignored. |
Organization names cannot have more than 49 characters. If the following characters appear in the organization name, they must be removed: / @ ~ % + : {} () [] <> | , ; " |
First or given names |
You must use one of the following headings:
The heading can be uppercase or lowercase; case is ignored. |
First names cannot have more than 29 characters. If the following characters appear in any names, they must be removed: / @ ~ % + : {} () [] <> | , ; " |
Last or family names |
You must use one of the following headings:
The heading can be uppercase or lowercase; case is ignored. |
Last names cannot have more than 29 characters. If the following characters appear in any names, they must be removed: / @ ~ % + : {} () [] <> | , ; " |
Phone numbers |
You must use one of the following headings:
The heading can be uppercase or lowercase; case is ignored. |
Phone numbers cannot have more than 20 characters. Letters are not allowed in phone numbers. Formatting characters are allowed, except for the following: / @ ~ % : {} [] <> | ' , ; " Note that the apostrophe (‘) character cannot appear within the body of phone numbers. You can enter a ‘ character before phone numbers in the spreadsheet to ensure that their format is not modified by Excel. Some examples of acceptable formats include: (123) 456-7890 |
Import the file
- On the left side of your VIA screen, click the Administration
icon.
- In the panel that expands, click Users.
Note: If you're an administrator in two or more business groups, select the appropriate group in the Business Group drop-down menu before clicking Users. - Click the arrow next to the + Account button and select Multiple Accounts on the menu.
- Click the Browse button and select the import file.
Note: The Send activation email box is no longer an active function. Checking / unchecking the box has no effect on the new account process. - Click Import. A message will appear to inform you when the process is complete.
- Another message will inform you if there were issues creating any of the accounts. You can correct the errors in your import file and perform the update again. No additional accounts will be created for the individuals who were successfully added the first time you imported. You also can create the accounts manually.
- The users will receive a Welcome to Intralinks VIA email. Users who are new to Intralinks will also receive a Welcome to Intralinks! email for setting up their account.
Tutorial
Time: 2 minutes