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Columns | Description | Supported Values | |||||||
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FirstName | Enter the user first name | String | |||||||
LastName | Enter the user last name | String | |||||||
MiddleName | Enter the user middle name | String | |||||||
PrimaryEmail | The email address of the user | String. Needs to contain proper Email formatting, example: *****@***.com | |||||||
SecondaryEmail | Any secondary email. User defined | String. Needs to contain proper Email formatting, example: *****@***.com | |||||||
Telephone | Phone number | String | |||||||
Office | Office | String | |||||||
StreetAddress | Address | String | |||||||
City | City | String | |||||||
PostalCode | Zip code | Integer | |||||||
Country | Country | String | |||||||
JobTitle | Title of User | String | |||||||
Department | Department | String | |||||||
Company | Company | String | |||||||
Location | User's location. This doesn’t work for iManage, see iManage section below | String | |||||||
Id | Metadata Id in CAM | Integer | |||||||
RecordType | The type of record | String | |||||||
Role | Role from CAM or source system | String. E.g. Administrator, NRTAdmin | |||||||
Owner | Sets the owner of the metadata/workspace/object. | String | |||||||
Disabled | Set the flag to disable a user/group in CAM OR another system | String: Set True/1 1= disabled, 0= enabled | |||||||
IsCAMUser | Set to 1 to import or create a CAM user. Set to 0 to not import a user. | String: Set True/1 Integer 0=Do not import/create. 1= Create
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IsCAMGroup | Set to 1 to import or create a CAM group. | String: Set True/1 Integer. 0=Do not import/create. 1= Create | |||||||
UniqueSystemWorkspaceColumns | To specify unique system metadata. Is case insensitive. | Note pass client id and matterid columns as well in the csv if using the ids here. | |||||||
UserID | Add user ID to login | String. E.g. a.marcus - One of the required fields for user creation. Note: iManage requires userid’s be encased in %%. Like %alexey.marcus% | |||||||
Username | Adds the username | String. E.g. alexey.marcus NOTE: You must add the full username to add the user to a group. | |||||||
Usertype | Type of user | Integer. 1= external, 0= internal | |||||||
Usercontainertype | For netdocuments | Integer. 1= Repository, 2= cabinet. | |||||||
DisplayName | Adds the full name (display name) of the user. | String. E.g. Alexey Marcus. - One of the required fields for user creation. | |||||||
MailNickname | Adds the email (nickname) of the user | String Typically same as username E.g. alexey.marcus - One of the required fields for user creation. Optional for Microsoft teams creation. | |||||||
Type | Specify if adding as a user or group | String (user/group) user - add as user, group- add as group | |||||||
ContainerType | Type of container to add. (Id of container type) | Netdocuments has two types: Repo (1) and cabinet (2). iManage has one type (2), Office365 has one type (1) | |||||||
ExtContainerId | The id of the container. | Integer. Needed for searching for duplicate emails. | |||||||
ExtContainerName | The name of the container. | String. | |||||||
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GroupContainerType | Type of the container. | Integer. 1= Repository level, 2= Cabinet level | |||||||
GroupType | Type of group | Integer. 0= Public, 1=Private/ Personal | |||||||
Groups | Add group name | String.
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Groupid | Id of the group | String.
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Imanageadmingroup | Add user to iManage Admin Group | Boolean (y/n) y to add n to skip | |||||||
AddtoMyMatters | Sets if the workspace will be added as shortcut, to the My Matters page. Type in the user email to add to their my matters. | String Users separated by comma character ",". userid/emailaddress, userid/emailaddress, userid/emailaddress… For e.g.: alexey.marcus@prosperoware.com | |||||||
AddtoMyFavorites | Sets if the workspace is added to the favorites page. Type in the user email to add to their my favorites. | String Users separated by pipe character "|"; userid or emailaddress|user For e.g.: alexey.marcus@prosperoware.com|User | |||||||
IsExternal | Sets up external users/groups | Boolean. true or false. Is not case sensitive. | |||||||
WelcomeEmail | Sends the CAM Welcome email to a new user in the system. Can be used in Data Uploader as well. | Integer, 1= send the email, 0= don’t send | |||||||
FolderSecurity | This parameter assigns dynamic security on private folders. | String Use the groupname you will assign here to have security. Comma separated values allow for multiple groups. | |||||||
Server | The server.
| RefreshWorkspace | Adds the Refresh Workspace parameter in the Request Workflow UI. | ||||||
Note |
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iManage Specific
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