Choose the Correct CSV Template

• If using Single Sign-On (SSO) (e.g., Microsoft Entra, Google, Salesforce): use the remote user template.
• If not using SSO: use the standard template.

Format for SSO (Remote User) Import

• Columns:
  • first name (optional)
  • last name (optional)
  • remote user (true for all rows)
  • login (usually same as email)
  • password (leave blank)
  • email (required)
  • group (ScreenSteps group name)
  • role (account admin or site user)
  • deactivated (leave blank unless deactivating; use true if needed)

Format for Standard Import

• Columns:
  • first name (optional)
  • last name (optional)
  • login (usually same as email)
  • email (required)
  • group (ScreenSteps group name)
  • role (account admin or site user)
  • deactivated (leave blank unless deactivating; use true if needed)

Save and Upload

• Save your file as a CSV.
• Upload the CSV into ScreenSteps.