Access Control Import: Import New Groups
- Log on as the Administrator.
- Select Admin > Access Control Imports.
- Highlight the Import New Groups option, and click the Select Files button.
- Specify the location on your workstation or network in which the Excel .csv import file for new groups resides.
- Select the correct location where the .csv import file resides. Only files with the filename extension “.csv”, which typically designates a comma-delimited file, are allowed for Access Control Import.
- When the correct file and location are selected, click the Open button on the Browse for Folder dialog. The Browse for Folder dialog is immediately closed, and the file in the selected folder with a filename extension of “.csv” appears in the file Upload dialog.
- To start the import of the selected file, click the Upload button. To cancel the import, click the Clear List button.
- The data from the selected file is imported into Access Control in a single operation which does not require your intervention. When the import is complete, the New Group Import results appear, and the data from the import file and the import status of each record appear.
- Click the Continue button to end the import process and return to the Access Control Imports screen.
Import New Groups Format
The following table shows the data fields for the new groups import file. Each data field must be followed by a comma except the last data field in the record (row). Each record must be followed by a carriage return.
| Field # | Contents |
Explanation |
|---|---|---|
| 1 | Group name | Group name, alphanumeric and spaces, maximum 20 characters |
| 2 | Group Location | Group Location, alphanumeric and spaces, maximum 20 characters |
| 3 | Account | 4-character alphanumeric code assigned by Thomson Reuters |
| 4 | Access Type |
Three valid values: Full, Limited, or Preparer. See Using Limited and Preparer Access for more information. |
| 5 | Add Returns | Two valid values: 1 to grant group this right, or 0 to deny this right. See Group Rights for more information. |
| 6 | Delete Returns | Two valid values: 1 to grant group this right, or 0 to deny this right. See Group Rights for more information. |
| 7 | Assign Returns | Two valid values: 1 to grant group this right, or 0 to deny this right. See Group Rights for more information. |
| 8 | Set Passwords | Two valid values: 1 to grant group this right, or 0 to deny this right. See Group Rights for more information. |
| 9 | Rollover without Delete | Two valid values: 1 to grant group this right, or 0 to deny this right. See Group Rights for more information. |
Import New Groups Data Examples
The following is an example of a record containing one assigned account; data fields are explained in the preceding table:
New York_Admin,New York,B216,Full,1,1,1,1,1
The following is an example of records containing multiple assigned accounts to the same Group and Location with the same group rights; data fields are explained in the preceding table:
NY_Preparers,New York,B216,Full,1,1,1,1,1
NY_Preparers,New York,B202,Limited, , , , ,
NY_Preparers,New York,B160,Preparer, , , , ,
LA_Preparers,Los Angeles,B202,Full,1,1,1,1,1
LA_Preparers,Los Angeles,B160,Limited, , , , ,
LA_Preparers,Los Angeles,B216,Preparer, , , , ,
RS Resources/exp_imports_3.htm/TY2021
Last Modified: 06/30/2020
Last System Build: 09/25/2022
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