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The following fields are required to import a person into the system
- First name
- Last name
An example is the following:
| First name | Last name | Phone (home) | |
|---|---|---|---|
| James | Smith | my-email@me.com | (03) 9800 1234 |
Other fields which can also be imported are:
...
Qualifications can also be added into a persons records at the same time. The following fields columns should be used when importing qualification information;
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- Group ID
- 'Group name' can also be used if you don't know the group ID number
- Permissions
- This can currently set 'admin' permissions or remove all permissions by specifying 'none' in this column.
- Visible
- This should be set to either 'Yes' or 'No', to specify if a person should be shown (visible) when listing people in the group, or if they are part of the group only for administrative reasons
- Cascade
- This should be set to either 'Yes' or 'No' to specify if a person should have access to all groups beneath the one they are being added to.
An example would be:
| First name | Last name | Group | Visible | Cascade | Permissions | |
|---|---|---|---|---|---|---|
| James | Smith | my-email@me.com | East Melbourne | Yes | No | Admin |
| James | Smith | my-email@me.com | West Melbourne | No |
Multiple entries for the same person can exist in your file - they will continue to update the same person found.