Importing and Exporting Portal Member Details

You can import and export portal member information on the Members page in your Operations Administration Console at <yourURL>.mediashuttle.com/admin.

Portal member details must be defined in specific CSV formats for importing and exporting. See Field Values for definitions. All fields are mandatory unless otherwise indicated.

Ensure that your CSV file is saved as ASCII or UTF-8 with no signature/BOM.

Importing Portal Member Details

You can import members to a portal using a CSV file, which can be edited in any spreadsheet application.

CSV format:

Download an example CSV template for importing members.

Note: You can import a maximum of 500 members at a time. To upload additional members, create and upload additional CSV files.

When the version:2 field is included as a header in the CSV file, you can set values in the linked folder access and permissions fields. If the version:2 header is left out, all linked folder columns are ignored.

Example with version:2 header included:

Example with version:2 header excluded:

Exporting Portal Member Details

Exporting the member list gives you an overview of the members currently associated with your portal. You can also add portal members and modify existing member properties in the exported CSV file. When you import the CSV file into Media Shuttle, any new members are added to the portal, and changes are applied to the modified members.

Note: You cannot remove a member from a portal using the exported CSV file. Removal can only be done on the Members page.

CSV format:

Example:

Field Values

• emailAddress - Cannot contain Unicode characters.
• firstName - (optional)
• lastName - (optional)
• Language - (optional)
• info - (optional)
• expiryDate - (optional) Must appear in yyyy-mm-dd format.
• sendPermission - TRUE or FALSE. For Share portals, this field populates the Upload permission. For Submit portals, this field populates the Submit permission.
• sendFromSharePermission - TRUE or FALSE. In Share portals only, indicates if the user can send content from the Share portal. To be set to TRUE, this option must be enabled in your Operations Administration Console.
• receivePermission - TRUE or FALSE. In Share portals, this field populates the Download permission.
• sendToNonMembersPermission - TRUE or FALSE. In Send portals only, this allows portal members to send to non-members. When set to FALSE, portal members may only send files to other portal members.
• fileOperationsPermission - TRUE or FALSE. For Share portals only, indicates if the user can move and rename files and folders in the specified folder in SDCX Server backed Share portals, rename files in the specified folder of Amazon S3 backed Share portals, and delete files and folders from all storage types.
• desktopAppPermission - TRUE or FALSE. In Share portals only, indicates if the user can use Auto Delivery.
• sharePortalHomeFolder - (optional) In Share portals only, specifies the user's home folder. If the field is blank, the user's default home folder is Portal Root. If the sharePortalHomeFolder column is not included in the CSV file, the home folder for all listed users is Portal Root.

Note: When Auto Delivery is enabled and object-based cloud storage is configured, you cannot leave this field blank and must specify a home folder that is not Portal Root.

• linkedFolderPath1 - In Share portals only, indicates if the portal member has access to a linked folder outside the member's home folder if the member's home folder is not the portal root.
• linkedFolderUploadPermission1 - TRUE or FALSE. In Share portals only, indicates if the portal member can upload content to a linked folder.
• linkedFolderDownloadPermission1 - TRUE or FALSE. In Share portals only, indicates if the portal member can download content from a linked folder.
• linkedFolderFileOperationsPermission1: TRUE or FALSE. In Share portals only, indicates if the portal member can use the file operations menu to move, rename, and delete content from a linked folder.
• version:2 - This header must be included to set any linked folder access and permissions with the CSV file. If this header is not included all linked folder columns are ignored.

Note: Portal members with their home directory set as the portal root cannot use linked folders.