Overview
Admin users can import existing Eportfolio users directly into Engage. This helps Centres quickly populate Engage with the correct roles and user accounts without needing to manually recreate each user.
User Roles
This feature can be used by:
- Admin
Steps to Import Users
- Click Users in the navigation menu.
- Click Import Users.
- Select the User Group.
- Select the role you want the imported users to have in Engage.
- Select the users you wish to import from Eportfolio.
- Click Import users.
The selected users will now begin processing and importing into Engage.
Processing Time
The time required to complete the import depends on the number of users selected. The system imports approximately:
- 50 accounts per hour
Important Information
- Users without an existing Eportfolio account must be created manually in Engage.
- Users without an email address in Eportfolio cannot be imported.
Tips & Notes
- Review user details in Eportfolio before importing to ensure email addresses are valid.
- If a user does not appear in the import list, check whether they already exist in Engage.
- Imports run in the background — you can navigate away without interrupting the process.
Terminology
The terminology used in this article may be different depending on your Centre’s configuration.
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Need Help?
If you need assistance, please contact Onefile Support or your internal support team.