Users

Manage target employee groups in campaigns with SECURITY CHAMPION.

Creating Groups

To create a group, go to the Users/Groups page in the navigation menu and click Add. Button

You will see the following window:

Create Group

To add a group, enter a unique group name and select an Administrator as its leader.

Adding Employees

You can add employees to a group in two ways:

Adding Employees Manually

To add employees manually, first go to the Users/Employees page in the navigation menu and click Add. Button

You will see the following window: Create User

Fill in the following fields: First Name, Last Name, Middle Name, and Email. Select the Group you want to add an employee to and click Save.

The Email and Group fields are required.

Adding Employees in Bulk

Adding users manually can be cumbersome. To address this, SECURITY CHAMPION allows you to upload users directly from a CSV file.

To upload a CSV file with user information, go to the Users/Employees page in the navigation menu and click the button Button.

You will see the following window: Import Users

SECURITY CHAMPION will allow a CSV file with the following column headers:

email, firstName, lastName, middleName, groupName

User Import Template

When saving the file, select this file type: CSV UTF-8 (comma delimited).

If you specify a group name that doesn't exist in the Group column, the group will be created automatically.

Select the CSV file you want to upload. Employees will be uploaded and displayed in the window.

You can download a user import file template from this link: template-import.csv.

Preparing the Import File

  1. CSV
  • Open the file in Excel and add users to the table.
  • In the program menu, click File → Save as and choose where to save the file.
  • Select the CSV UTF-8 (comma delimited) file type and click Save. Save to CSV
  • You will see a window indicating that some features may be lost if you select this file type. Click Yes.
  • Close the Excel file. If you see another window asking whether you want to save the changes, click No.
  • Import the file into the SECURITY CHAMPION application.
  1. TXT
  • You can prepare a TXT file (comma delimited).

TXT

Do not forget the first line: email,firstName,lastName,middleName,groupName.