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Automate Dashboard User File Import

  • December 10, 2025
  • 3 replies
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gPandey_715
Level 4 ●●●●
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Hi Everyone,

I know there is a way to automate importing the dashboard roles file, and I’ve done this in the past.

However, I haven’t done it recently, so I wanted to check with you all—if I’m receiving the file via SFTP, what would be the next task in the workflow to automatically import the dashboard user file?

@Sachin Nandikol ​@vgayraud 

Best answer by vgayraud

Hi,

Either the Load Users into CX Directory or the Load Users into EX Directory task, combined with automatic role assignment rules.

3 replies

vgayraud
QPN Level 7 ●●●●●●●
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  • QPN Level 7 ●●●●●●●
  • Answer
  • December 10, 2025

Hi,

Either the Load Users into CX Directory or the Load Users into EX Directory task, combined with automatic role assignment rules.


gPandey_715
Level 4 ●●●●
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  • Author
  • Level 4 ●●●●
  • December 10, 2025

Thanks for your input. ​@vgayraud .Just a follow-up question on this:

Once we do this, will a standard participant account be created in the system for all users added through the Load Users into CX Directory process, allowing them to log in to their respective accounts?


vgayraud
QPN Level 7 ●●●●●●●
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  • QPN Level 7 ●●●●●●●
  • December 10, 2025

Yes, it works exactly as it would if you were importing a file manually in the dashboard’s User Admin section.