What are the required fields for the ADD USER template?

When getting ready to upload your users to the Reserve, you will need to first install the Data Management Utility and download an "ADD_USER" template.

Once you open the blank template, certain fields are required to be able to successfully upload the template. Please note, some fields may be optional, however your organization might need to utilize them. An example of this would be the SAML column. (The SAML column is optional, but in order for end users to access your Reserve via SAML, they will need a credential value.)

For full options for the ADD USER template, please review the following article:

Data Management Utility - User Management

Please find a downloadable copy of an example template with highlights on the required fields.*

*Please note, this file is not unloadable as the DMU will only accept .CSV files.

Required fields in the ADD_USER template are as follows:

• Last Name
  • Text Only
• First Name
  • Text Only
• Primary Email Address
  • Alphanumeric
• Status
  • Active or Inactive only
• Language
  • English is the most commonly used entry
• Location 
  • This must match case sensitive to a location in your Reserve
• User Role
  • This must be one of the four roles in Reserve: Registered User, Community Manager, Manager or Administrator
• User Group
  • This must match case sensitive to an existing User Group in Reserve
  • This entry must follow a specific format: {{`User Group Name`}}
• Maximum Days in Advance for Reservations
  • Numerical
• Maximum Number of Simultaneous Workspace Reservations
  • Numerical
• Bump
  • TRUE or FALSE
• Make Assets Available When Bumped
  • TRUE or FALSE
• Auto Bump
  • TRUE or FALSE
• Make Assets Available When Auto Bumped
  • TRUE or FALSE
• Gap Conflicting Workspaces
  • TRUE or FALSE