Create Users/Groups in DMS

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

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

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. Note: Not available for C1.

String:

Set True/1

Integer 0=Do not import/create. 1= Create

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.

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.

GroupContainerType

Type of the container.

Integer. 1= Repository level, 2= Cabinet level

GroupType

Type of group

Integer. 0= Internal, 1=External

Groups

Add group name

String.

Groupid

Id of the group

String.

imanageadmingroup

Add user to iManage Admin Group

Boolean (y/n)

y to add n to skip

netdocumentsadmingroup

Add user to NetDocuments 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