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2.4.4 Import Users

The import option allows the Administrator to load a list of Users from an Excel Comma Separated Values File (.csv). The entries in this file must adhere to the following format of nine fixed fields:

UserID, First Name, Middle Initial, Last Name, Password, User Type, User Region, User's Company, User's Access Level
UserID, First Name, Middle Initial, Last Name, Password, User Type, User Region, User's Company, User's Access Level
..., ..., ..., ..., ..., ..., ..., ..., ...




Import Users
Figure 12: Import Users
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For non-required data, empty fields can be used as , , (comma comma).

After the CSV file is processed, the Administrator has the option of selecting some or all of the correctly formed entries for insertion. For partially correct entries in the CSV file, the import Servlet will attempt to provide the option to correct for mistakes. Other entries that are deemed incorrect will show up as errors. For example, the following CSV file contains some entirely correct, some partially correct and some incorrect entries:

jsmith, John, D, Smith, mycatsname, Analyst, New York, Investment Bank B, Voter
jdoe, Jane, , Doe, maidenname, Portfolio Manager, , Investment Bank A, Voter
fmae, Fanny, , Mae, moneymoney, Boss, Omni-present, , Super
,,,,,,,,
fmac, Freddy, , Mac, abcdef, unknown, Unknown, Omni-present, Super

This file translates to the output as shown above.

2.4.5 Types

Every User is associated to a type. Types can be added, modified, and deleted. The default tables come pre-populated with three Company types: "Analyst", "Portfolio Manager", and "Trader".

A type that is associated to a User cannot be deleted without first changing the affected User's types. In this case, the Administrator is prompted with an error message and a list of Users.



User Types
Figure 13: User Types
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Deleting Type that is associated to Users
Figure 14: Deleting Type that is associated to Users
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