Data in the people.xslx spreadsheet

The following methods are used to assign Permission Groups, Support Group Associations, and Support Group Functional Roles (permissions):

Using templates.
For detailed information about using templates, see Defining-permissions-and-support-groups-in-the-dataload-spreadsheets.
On an individual basis.
For detailed information about assigning permissions to individuals, see Defining-permissions-and-support-groups-in-the-dataload-spreadsheets.
Using a combination of templates and assigning directly to individuals.
Important
If you are updating permission groups for existing People records, use the CTM_LoadPeoplePermissionGroups tab of the People spreadsheet (People.xlsx).
When you assign permission groups and permissions using both templates and on an individual basis, the template permissions are assigned first and the individually assigned permissions are appended to these. If the same permission is specified in a template as well as for an individual, a validation error occurs. Remove the duplication to fix the error.
When People records are loaded using People Templates using Data Management or the Onboarding Wizard the values specified on the People Template record are not used. Only the permission groups, support groups and functional roles tied to the people template are applied to the People record.

Related topics

Populating-the-dataload-spreadsheets

Content-in-dataload-spreadsheets

You can update the values for certain fields in the CTM:People form. For information about how the data is updated by using Data Management jobs, see Overview-of-the-data-load-process. The People.xlsx spreadsheet contains the following tabs to define people and their permissions:

Tab	Description	Fields that can be updated
CTM_LoadPeopleModification	Loads Login ID for a user. The template name in this tab is used to add the permission groups, support group, and functional roles for that user.	List of fields Login ID Template Name
CTM_LoadPeopleTemplate	Loads existing People templates from previous systems. However, People templates are also used for linking Permission Groups, Support Groups, and Functional Roles to a People Record that is being loaded. For more information, see Defining-permissions-and-support-groups-in-the-dataload-spreadsheets.	List of fields Template Name Profile Status Client Type License Type Full Text License Type Support Staff Template Status
CTM_LoadPeopleTemplatePG	Includes columns for Permissions Group and License Type, both of which are required fields. Use this tab to assign permission groups using templates.	List of fields License Type You can update the License Type field only if the Create Only flag is not selected in Application Preferences.
CTM_LoadPeopleTemplateSG	Associates support groups to a person record in the CTM_LoadPeopleTemplate tab. Use this tab to assign permission support groups using templates.	List of fields Association Role Assignment Availability Default
CTM_LoadPeopleTemplateSFR	Loads a support group functional role for a person record in the CTM_LoadPeopleTemplate tab. Use this tab to assign functional roles using templates.	NA
CTM_LoadPeople	Defines people that are being loaded into the system.	List of fields Last Name First Name Title Middle Name Client Type Job Title Nickname Corporate ID VIP Client Sensitivity Support Staff Assignment Availability Ticket Capacity Rating Task Capacity Rating Company Organization Department CC Business Area Business Local Business Extension Business Email Address Site Desk Location Mail Stop Home Street Home City Home State Province Home Country Home Zip/Postal Code Home Time Zone CC Home Area Home Local Home CC Mobile Area Mobile Local Mobile CC Business Fax Area Businesss Fax Local Business Fax CC Pager Area Pager Local Pager PIN Pager ACD Corporate Email Accounting Code Mananger's Login ID Notification Availability Pager Service Provider CC Pager NT Area Pager NT Local Pager NT PIN Pager NT Pager Email Unrestricted Access License Type Full Text License Type Contact Type Accounting Code 2 Hourly Rate Value Locale Profile Status Primary Cost Center Code
CTM_LoadPeoplePermissionGroups	Includes columns for License Type and Permission Group. Use this tab when assigning Application permissions and Company access permissions to individual Remedy Login IDs. License Type—Use this column to specify an Application permission. Do not use this column for Company Access permissions. Permission Group Type—Use this column to specify the type of permission that you are assigning—1 (Application permission), or 2 (Company permission). Important—If you are specifying Company permissions, make sure the License Type column contains Not Applicable.	List of fields Remedy Login ID Permission Group License Type Permission Group Type You can update the License Type field only if the Create Only flag is not selected in Application Preferences.
CTM_LoadSupportGroupAssociation	Associates support groups with a person record in the CTM_LoadPeople tab. Use this tab to assign support groups on an individual basis.	List of fields Login ID Company Support Organization Support Group Support Group Association Role Assignment Availability Default Note—You can update the Support Group Association Role, Assignment Availability, and Default fields only if the Create Only flag is not selected in Application Preferences.
CTM_LoadSGPFunctionalRole	Loads a support group functional role for a person record in the CTM_LoadPeople tab. Use this tab to assign functional roles on an individual basis.	NA
CTM_LoadPeopleWorkLog	Loads work information records for the users.	NA
CTM_LoadPeopleAttributes	Loads additional attributes for the users.	NA
FIN_LoadCostCenterUDAAssoc	Loads secondary cost centers for the users.	NA
CTM_LoadPeopleBundledGroup	Loads valid bundled license names allotted to the users	List of fields Remedy Login ID Bundled License Name

Data in the people.xslx spreadsheet

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