![Hyperproof.Io [Test] Help Center](https://downloads.intercomcdn.com/i/o/xgk1dxp2/757668/427b255f2659cc7e0853d6a00ec1/628914ae2617199b7d999ba797a5305a.png)
👥 Roles and permissions
The following roles can update an application user list for an access review:
Anyone with manager permissions for the access review
To refresh an application user list for an access review using a CSV file, create an updated CSV file and import it into the application entry you want to update.
You should only modify your user lists when the access review status is In setup. You can change the access review status back to Setup if necessary on the access review Details tab. See Setting access review status for more information.
⚠️ Caution
Re-importing an application user list deletes the existing list and any associated review work that may have already been done.
📝 Note
If you created the application user list using a Hypersync, you can't refresh the list by importing a CSV file. You can either delete the application user list and create a new one from a CSV file or sync the Hypersync. For more information on syncing, see Refreshing an application user list using a Hypersync.
CSV requirements
The table below provides guidelines on the fields and format required to import your application user list inCSV format.
CSV fields
sidebar. CSV fields
Column name | Description |
The email address of the user. This field is used to match the user record in the user access list with the employee record in the directory. This field is required if there is no username. | |
Username | The application-specific username or login if email is not used. This field is required if there is no email. |
Owner | The full name of the user who owns this account. If email is not available, Hyperproof uses this field to attempt to match this record with an employee record in the directory. |
Role | Role assigned to the user for this application, such as user or administrator. Role names are determined by the application. This field is required. |
Groups | List of groups this user belongs to, if groups are used to configure permissions. Because this field is part of a CSV file, you must either use a character like a semicolon to separate groups or use commas, but enclose the entire field in double quotes. Examples: group1;group2;group3 or "group1,group2,group3" |
Last login | The last time this user logged into the application being reviewed. Use this date to locate accounts that are no longer being used. If the date field also contains a time, the time is ignored during the import process. 📝 Note Dates on imported records are parsed based on the date formats associated with your locale. If no valid date can be determined, Hyperproof displays an error. See Data interpreted by browser locale for a list of supported locales. |
Importing the CSV file
From the left menu, select Access reviews.
Select the access review you are setting up.
Select the Setup tab.
Under Applications to review, click the name of the application you want to refresh.
The Details tab for the application displays.
Click the Records tab.
Click the Import link.
A warning displays indicating that all records will be deleted. Note that deleting the records also deletes changes you have made to the default reviewer and sysadmin for a user and any review information you have added.
⚠️ Caution
All records in this application will be deleted and replaced with new records.
Review the warning message and click the Confirm button to continue.
The import screen displays.
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.