Import Admin Users

Learn how to import admin users into Enroll using an ad hoc connection in sync service.

What's included in this article?

• Overview
• Required Fields
• Steps to Import Admin Users
• Configure the Ad Hoc Connection
• Account Activation Email Sent Upon Admin User Import
• Manually Editing an Admin User Account

Overview

The Admin User import can be used in a variety of cases:

• to create admin users in Enroll
• to revoke admin access
• to update admin user groups
• to update admin program and grade access

The permission "Edit Administrators" is needed to create and update Admin users without needing "Edit Groups" access.

Required Fields

Review the following required fields needed to create a new admin user, and optional fields to include in your CSV import file: 

Name	REQUIRED Table.Field	Formats and Defaults
Admin Email	admin_users.email	Required
First Name	admin_users.fname	Required when creating new admin user account
Last Name	admin_users.lname	Required when creating new admin user account
Is Admin	admin_users.is_admin	Required when creating new admin user account: 1 = Yes, 0 = No
User Group ID	admin_users.group_id	Required when creating new admin user account. User group IDs can be downloaded from SchoolMint field codes available on Sync service mapping page
All Programs Access	admin_users.all_programs	Required when creating new admin user account: 1 = Yes, 0 = No
All Programs Grades	admin_users.all_programs_grades	Required if the "All Programs Access" input "all" (no quotes) to give access to all grades, or keep empty if you need to set specific grades.
1-Program ID(s)	programs.id	Required if the "All Programs Access" field=0. Input as comma-separated list of program IDs. *If the admin user already had access to a program, and the user is being updated again via the import, the existing program access will be revoked if the program id is not present in the csv.
1-Program Grade Access		Required if the Program ID column has any value. Input "all" (no quotes) to give access to all grades for the program ids in prior column. Or, input specific grade names (PreK3,PreK4,K,1,2,3, etc.) to assign grade access to the programs ids in the prior column.
2-Program ID(s)	programs.id	Required if the "All Programs Access" field=0. Input as comma-separated list of program IDs. *If the admin user already had access to a program, and the user is being updated again via the import, the existing program access will be revoked if the program id is not present in the csv.
2-Program Grade Access		Required if the Program ID column has any value. Input "all" (no quotes) to give access to all grades for the program ids in prior column. Or, input specific grade names (PreK3,PreK4,K,1,2,3, etc.) to assign grade access to the programs ids in the prior column.
		Add as many #-Program ID(s), #-Program Grade Access columns as required for every unique combo of program and grade

CSV File

• Your column headers cannot contain special characters or spaces, only underscores are permitted
• Separate CSV files are required when creating users v. updating users

Steps to Import Admin Users

Admin user imports are only available via an ad hoc connection in Sync Service. Consult this help article to learn how to set up an ad hoc connection.

1. On the connection card, click the "Configure Mapping" button.

2. Select the “Import Admin Users Mapping” tab on the left.

3. Use the "Upload CSV File" button to select your admin user file.

4. Fill in the three (3) fields below from your spreadsheet for:

• Admin User Email Field
• Admin User First Name Field
• Admin User Last Name Field
• Note: no spaces or special characters

5. In the "Admin User Examples" section, input at least one admin user email to check formatting when mapping fields.

6. Click the “Field Mapping” tab and map each field from your Ad Hoc CSV file to the SchoolMint Enroll Admin User Fields. 

• User the "Specific Program Access" section of the mapping tool to add additional program fields based on the unique program and grade access combinations that are needed

Account Activation Email Sent Upon Admin User Import

Newly created Admins will automatically be sent the account activation email titled: "Password Reset Required for SchoolMint Enroll Account Activation".

• This template is found under Settings > Content/Letters > Email & Text Templates

Manually Editing an Admin User Account

As always, admin accounts can be manually updated (or created) in Enroll by using the "Users" icon in the top navigation bar and selecting "Admin Accounts".