Refreshing a directory from a CSV file
Roles and permissions
The following roles can update the directory of company employees for an access review:
Administrators with manager permissions for the access review
Compliance managers with manager permissions for the access review
Users with manager permissions for the access review
To refresh a directory for an access review, create an updated CSV file and import it into the directory you want to update. You should only modify your employee list when the access review status is In setup. Keep in mind that this process deletes the existing employee information, and then adds the new employee information. For more status information see, Setting access review status.
Note
If you created the directory using a Hypersync, you can't refresh the directory by importing a CSV file. You can either delete the directory and create a new one from a CSV file or sync the Hypersync. For more information on syncing, see Refreshing a directory using a Hypersync.
CSV requirements
Use the table below for guidelines on the fields and format required to import your employee list in a CSV format.
Importing the CSV file
From the left menu, select Access reviews.
Select the access review you are setting up.
Select the Setup tab.
Under Directory click the name of the directory you want to refresh.
The Details tab for the directory displays.
Click the People tab.
Click the Import link.
A warning displays indicating that all employees in the existing directory will be deleted and replaced by the employees in the new CSV file.
Review the warning message and click Confirm to continue with the import.
Drag-and-drop the CSV file into the Upload CSV File field, or click Select file to upload to browse to the location of the CSV file you want to import.
Click Import.
Hyperproof checks the format within the CSV file to ensure that there are no errors. If any errors are found, Hyperproof displays an error message
If Hyperproof didn't detect any errors, click Next. If there are errors, do the following:
Resolve the errors by double-clicking the cell with the highlighted error and correcting the value.
Remove rows that contain errors by clicking Remove all rows with errors.
Click Next.
The CSV file is imported.