Important: If your Updox is connected to an EHR that syncs user information, don't upload a user list unless an Updox team member is helping you.
Who can upload a user list?
Only admins can upload user .csv files.
Should I upload users or add them manually?
Pick one method and stick with it.
Users added manually in Inbox > Admin > Users can't be updated by uploading a file.
Users added by file upload should keep being updated by file upload.
Step 1: Open File Upload
In the left-hand menu, click Inbox.
Click Tools in the top right.
Click File Upload (.csv).
Step 2: Choose the user upload type
In the first dropdown, choose Updox Standard Maps.
In the second dropdown, choose Users.
Step 3: Download the template and add your users
Click Download Template. The template .csv opens in a new tab.
Enter your users, one user per row. See "What goes in each column?" below.
Save the file as a .csv file.
Important: Keep the template format exactly as it is. Don't add, remove, or reorder columns
Step 4: Upload your file
Make sure Updox Standard Maps and Users are still selected.
Click Choose File and select your .csv file.
Step 5: Check that your file processed
Your file first shows under Unprocessed Files. When processing is finished, it moves to Processed Files automatically.
What goes in each column?
Columns marked Required must be filled in for every user.
Column | Required? | Example | What it is | Rules |
userId | ✅ Required | user123 | A unique ID for the user | Any letters and numbers you choose |
active | ✅ Required | TRUE | Whether the user is active | If FALSE or blank, the record won't update |
emailLoginid | ✅ Required | The user's username | Must be an email address. Can't be changed by upload later. | |
firstName | ✅ Required | John | The user's first name |
|
lastName | ✅ Required | Smith | The user's last name |
|
admin | Optional | TRUE | Gives the user Admin access | If FALSE or blank, the user won't be an admin |
provider | Optional | TRUE | Marks the user as a provider | If FALSE or blank, the user won't be listed as a provider |
How do I update users I already uploaded?
Upload a new file using the same userId for each user. Updox updates the user whose userId matches.
This is most often used to change a user's active status.
How do I change a user's email or username?
You can't change the emailLoginid by upload. Change it in Inbox > Admin > Users.
Can uploaded users see practice items?
Not at first. Users created by file upload can't view practice items by default.
To change this, go to Inbox > Admin > Users, select the user, and check Can view practice items.
How do new uploaded users set their password?
Have new users click Forgot Password on the Updox login page to create their password.