Updating Access Permissions via CSV

Overview

The CSV upload feature allows administrators to efficiently manage access permissions for users and groups by:

1. Exporting current permissions to a CSV file.
2. Editing the exported file to update access permissions.
3. Re-uploading the edited CSV file to apply changes.

This functionality supports bulk updates, validation, and detailed reporting to ensure accurate permission management.

Steps to Update Access Permissions

1. Access the CSV Update Feature

• Navigate to the Management section in the Splashtop web console.
• Select Update Users' Access Permissions via CSV or Update Groups' Access Permissions via CSV, depending on your needs.

2. Download the Preformatted CSV File

• In the Preparations step, download the relevant files:
  • Users' Access Permissions CSV
  • All Computers CSV
  • All Groups CSV
• Use these files to ensure proper formatting and references when editing permissions.

3. Edit the CSV File

• Open the downloaded CSV file using a spreadsheet editor.
• Update the following fields as needed:
  • Access Permission: Set values (1–5) based on the access type.
  • Assigned Computer ID and Assigned Computer Group Name: Specify unique identifiers for computers or groups (if Access Permission = 5).

     Validation Rules:

• Ensure no conflicting permissions exist for the same account.
• Follow the predefined formats for each field.

4. Upload the Edited CSV File

• Drag and drop the edited file into the upload area on the Upload CSV File page or use the file selector.
• The system will automatically validate the file and generate a pre-validation report.

5. Review Validation Results

• Download the validation report to check for errors.
• Correct any issues highlighted in the report and re-upload the corrected file.

6. Confirm and Apply Updates

• Once the file passes validation, click the Update button.
• A confirmation dialog will appear:
  • Review the summary of changes.
  • Confirm the update to proceed.

7. Review Update Summary

• After the update, the system will display a detailed summary of the operation:
  • Number of successful updates.
  • Errors encountered (if any).
• Download the update report for records.

Best Practices

• Always export and back up current permissions before making changes.
• Use the preformatted CSV file to minimize errors.
• Validate the file thoroughly before applying updates.

Troubleshooting Common Issues

1. File Validation Errors:

   • Check for missing or improperly formatted columns.
   • Ensure the file is UTF-8 encoded.

2. Conflicting Permissions:

   • Resolve conflicts by ensuring each user/group has a single permission type per row.

3. Exceeding File Size/Row Limits:

   • Split the file into smaller segments or use filters to reduce the dataset.