Uploading a policy assignment file
You can automatically assign end users to policies by uploading a file of policy and user information to the cloud service.
Format the CSV file as two columns, with a header row consisting of the words “EmailAddress” and “Policy”. The two columns must contain:
- An email address belonging to an existing user in your account
- A policy name in your account.
- EmailAddress,Policy
- address1@domain1.com,Default
- address2@domain1.com,Sales Policy
Note that you do not have to include all of your existing users in the file, only those whose policy assignment you wish to change. If a field contains a comma, it must be quoted.
To upload the file:
Steps
- Under Policy Assignment, browse to the file that you wish to use.
- Click Upload.
Next steps
The email addresses in the file are checked against the existing users in the account, and a confirmation message is displayed once the file has uploaded successfully. If there are errors in the file—for example, incorrect formatting, a non-existent policy name, or an invalid, unknown, or duplicate email address—the upload is canceled and an error message is displayed to explain the problem.
You can also download a CSV file containing the current list of end users assigned to policies by clicking Download existing policy assignments.