Refreshing a directory from a CSV file

Email

Required. User access records are matched to a user record in the directory using the email address when possible. It must be unique. Matching user records is important if the user's direct manager will be assigned as the reviewer during the access review. See Using direct managers as reviewers for user access.

Name

Required. The first and last name of the employee should be included in this field. User access records that do not have an email are matched to a user record in the directory record using the Name when possible. If your export file has separate fields for first and last names, you must merge them into a single field.

Department

Department where the employee works. This field is displayed on the user access record during the access review. It is optional but may help determine who should review a user access record and what access level that user should have.

Job title

Title the employee currently holds. This field is displayed on the user access record during the access review. It is optional but may help determine who should review a user access record and what access level that user should have.

Start date

The employee's first date of employment with the company. This field is optional. If the date field also contains a time, the time is ignored during the import process.

Manager name

First and last name of the manager for this employee. This field is optional.

If you plan to assign direct managers as reviewers during the access review, this field must contain the manager's name. See Using direct managers as reviewers for user access.

Manager email

Email of the manager for this employee. This field is required if the assigned reviewer for the user access review is the employee's direct manager.

If you plan to assign direct managers as reviewers during the access review, this field must contain the manager's email. This email address is used to match up managers with existing accounts or create new accounts in Hyperproof. It is also used for notifications when reviews are due. See Using direct managers as reviewers for user access.

Employment status

The user's employment status. This information is matched with the user record in the application user access list based on the user's email address. If the email address is not available, Hyperproof tries to match based on the user's full name.