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