Import Embed Users via CSV

Note

Bulk CSV importing allows you to manage viewer accounts at scale. Column order does not matter, and extra columns are ignored—only the email field is strictly required.

Open Embed Users & Launch Import

1. In the left sidebar under the People section, click Embed Users.
2. Click the + Import button at the top right of the table.

Download the CSV Template (Recommended)

Click Export inside the modal to download a template formatted with current user data and proper column headers.

📋 CSV Column Formatting Rules:

• email (Required):** The only mandatory field needed to identify or create embed users.
• groups: List all groups (i.e. embed teams) for the embed user separated by a pipe (|). This column represents the full list—any existing group omitted from the cell will be removed from that user. Leave empty to remove the user from all groups. Group names must already exist in MyReportPortal (the import will not create new groups).
• sigmaAccountType: Leave blank to inherit your organization’s default setting. Fill this in only to override the account type for that specific embed user using a valid Sigma account type name.
• status (Read-only): Exported to show current invitation status; ignored during import.

Upload Your Prepared CSV

1. Click Choose File in the import dialog and select your finalized CSV file.
2. Review the import summary screen to confirm the number of users to create, update, or any rows with errors.
3. Check or uncheck Send invitation emails to newly created embed users based on your onboarding preference.

Finalize Import

1. Click Import to start processing the rows.
2. Once processing reaches 100%, review the results summary and click Done to complete the process.