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Export and import Viva Glint User Role members

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Viva Glint Administrators can export lists of members associated with specific roles from the People page and import users in User Roles.

View User Roles on the People page

Screenshot that shows how to view User Roles in the People feature.

The left-most column shows all User Roles set up for your organization.

Export an individual role

All exports generate a .csv download. Downloads may take a few minutes, depending on the number of members.

  1. Select a User Role and then select Export.

    Screenshot that shows how to Export roles in the People feature.

  2. A new Export dialog opens.

    Screenshot of the Export role dialog for the Manager role.

  3. The .csv report includes first and last names, email address, and employee status. Choose whether to include all user attributes and User Roles.

  4. Select Export.

  5. After following these steps, you'll receive a "Report Downloaded" message in a new browser tab.

    Screenshot of the Report Downloaded dialog box.

Import users to a User Role

Important

Importing a list of users to a User Role removes attribute rules that automatically add users based on their attribute values.

  1. As a Viva Glint Admin, go to Configuration and select User Roles in the Employees section.

  2. Select a User Role to update.

  3. On the role's detail page, select Add/Edit Employees.

  4. In the dialog that appears, select the Import option.

    Screenshot of the dialog that appears when a user adds members to a User Role.

  5. In the Import Employees to role dialog that appears, select Download CSV to download a list of users that are in the User Role.

    Screenshot of the dialog that appears when a user selects the Import option to add users to a role.

  6. A .csv file downloads to your device with an email column. Add or remove email addresses for users that should leave or join this role. Save the edited file as .csv or .xlsx.

    1. Users in this file must already have a record in Viva Glint and the email address added to the User Role file must match their email in Viva Glint.

  7. In the User Role Import Employees to role dialog, drag and drop to upload or browse to choose your list of users for this role.

    • Select Preserve the employees already in this role to keep existing users
    • Deselect Preserve the employees already in this role to replace all existing users with the users in the uploaded file.

  8. Select Import File.

  9. In the Confirm your import dialog that appears, review the summary of changes and select Confirm Import or Cancel.

    Screenshot of the dialog that appears for a user to confirm their user role import.

  10. Return to the User Role details page and check that the number of members decreased or increased as expected.