Teams and their members can be created and modified in bulk by exporting and importing CSV files from the client space administration.
To learn more about the notion of team, see Teams presentation.
Who can import and export teams?
To manage team imports and exports, you must be a client space administrator. To check whether you have these rights, go to your profile and open the drop-down menu: the Administration option should appear. If it doesn't, you are not an administrator.
To learn more about the administrator profile and how the permissions and licenses provided by DataGalaxy operate, see Overview of License Management.
How to export and import teams
All client space administrators can create and modify their teams in bulk by exporting and importing CSV files. This is very useful if you have several teams to create, or if a team has many members and it is difficult to add them one by one with the add members button.
Export teams
To export all teams:
- Click on the 3 small dots at the top of the team list.
- Click on Export.
A CSV file is generated with all the information about the teams and their members.
To export one or more teams:
- Select the team(s) you want to export.
- Click on the 3 small dots at the top of the team list.
- Click on Export.
A CSV file is generated with all the information about the selected teams and their members.
To export a specific team:
- Click on the 3 small dots at the end of the row of the team you want to export.
- Click on Export.
The generated CSV file is composed of 6 columns:
| Column | Values | Required |
|---|---|---|
| Path | \Teamname for a team name
\Teamname\useremail for a team member | Yes |
| Type | \Team for a team
\TeamMember for a team member | Yes |
| TeamAccess | Open, Limited or Private | Yes |
| TeamDescription | The team description | Optional |
| TeamEmail | The team's email address | Optional |
| MemberRole | Member or Team Owner | Optional |
Import teams
- Click on the 3 small dots at the top of the team list.
- Click on Import. This option sits in the same menu as Export (see the screenshot above).
- Select the CSV file to import.
- Click on Next, then Import, then Close.
The CSV file that lets you create teams and members must contain at least the following 3 columns:
- Path:
- Path of a team:
\Teamname
- Path of a team member:
\Teamname\useremail
- Path of a team:
- Type:
- Type of a team:
\Team
- Type of a team member:
\TeamMember
- Type of a team:
- TeamAccess:
Open,LimitedorPrivate