Modifying User Accounts By Importing a Comma Separated Values (CSV) User Configuration File

Administrators can predefine a list of users in a comma separated values (CSV) file for import into Laserfiche Cloud.

Adding Users

On the Users page, click Import user configuration CSV file and click Add users. Select the appropriate user type for the CSV file and make sure the selected CSV file is formatted according to the selected user type.

Laserfiche User CSV Format

Define the following column values for each Laserfiche user.

Column Name Additional Notes
EmailAddress*  
FirstName*  
LastName*  
Name* Specify a unique username. A username can contain the following characters and is limited to a maximum length of 47:
  • a-z (case preserving but case-insensitive)
  • 0-9
  • ' (single quote)
  • _ (underscore)
  • - (hyphen)
  • . (period)
Password*  
LicenseType Specify a license to reserve for the account. Valid values are:
  • Full
  • Community
  • Participant
  • None

Full allows the user access to all Laserfiche Cloud applications.

Community allows the user read-only access to Documents and the ability to participate in Forms processes, but without the ability to authenticate with Microsoft Entra ID.

Participant allows the user read-only access to Documents and the ability to participate in Forms processes, plus the ability to authenticate with Microsoft Entra ID.

None allows the user access to Laserfiche Cloud Account Administration, but no access to any other Laserfiche Cloud service.

Attributes with a * are required.

Sample Laserfiche User CSV file:

EmailAddress,FirstName,LastName,Name,Password,LicenseType
johnsmith@Company.com,John,Smith,johnsmith,asdf1234,Full
janesmith@Company.com,Jane,Smith,janesmith,qwerty1234,None

Federated User CSV Format

The import process supports these SAML user attributes:

User Attribute Corresponding Laserfiche Cloud User Account Attribute
Name User name*
FederatedID Unique ID*
GivenName First Name*
Surname Last Name
EmailAddress Email*
DisplayName Display Name
Company Company
Title Title

Note: The Federated ID is configured in your SAML identity provider's configuration page. For Okta, this is usually the Email address, unless modified.

Attributes with a * are required.

Sample Federated User CSV file:

"Name","FederatedID","GivenName","Surname","EmailAddress","DisplayName","Company","Title", "LicenseType"
"johnsmith","johnsmith@Company.com","John","Smith","johnsmith@Company.com","John Smith","Company","Engineer II","Full"
"janesmith","janesmith@Company.com","Jane","Smith","janesmith@Company.com","Jane Smith","Company","Engineer III","Full"

Enabling or Disabling Users

On the Users page, click Import user configuration CSV file and click Enable/disable users. Make sure the selected CSV file is formatted accordingly.

Column Name Additional Notes
EmailAddress  
Enable true / false 

EmailAddress,Enable
testemail1@test.com,true
testemail2@test.com,false

Deleting Users

On the Users page, click Import user configuration CSV file and click Delete users. Make sure the selected CSV file is formatted accordingly.

Column Name Additional Notes
EmailAddress   

EmailAddress
testemail1@test.com
testemail2@test.com

Enabling or Disabling Multi-Factor Authentication

On the Users page, click Import user configuration CSV file and click Enable/Disable multi-factor authentication. Make sure the selected CSV file is formatted accordingly.

Column Name Additional Notes
EmailAddress  
EnableMFA true / false 

EmailAddress,EnableMFA
testemail1@test.com,true
testemail2@test.com,false