Bulk Agent Upload

Objective: To enable bulk uploads, allowing tenant administrators and supervisors to efficiently onboard multiple agents at once, reducing manual effort and ensuring agents are quickly registered and ready to handle issues for a specific desk.

To Access Bulk upload

Navigate to Agent Assist Console: <https://tenanturl/admin#/agentassist>
Go to Agent section
Bulk Upload allows tenant admin to add multiple users to BigFix AEX in one go. That is done by uploading a CSV file having user details instead of adding individual user details.
Sample: CSV file template fields
Figure 1. CSV File Template
As shown in the sample screenshot, the CSV file should have the following details, each as a separate column heading.
- Name -Agent Name
- Email - Agent’s email id (unique entity).
- Role - Agent
Once you have the CSV file in place, follow the steps mentioned below to add bulk upload.
1. On the Agent Assist admin page, under the Agents section, click Add Agent.
  Figure 2. Add Agent
2. Enable Bulk upload.
  Figure 3. Enable Bulk Upload
3. Tenant admin can select the desk from a drop-down menu when bulk uploading agents.
  Figure 4. Add Agent (Cont.)
4. The drop-down is disabled for supervisors for their specific desk and is also disabled for tenant admins if only one desk exists.
5. Upload a CSV file using the Browse button and click Add.
  Figure 5. Upload CSV File
6. After the CSV file is uploaded, the agent information is listed in the Agents section.
  Figure 6. List of agents
Validations added for the Bulk upload file
- File should be in CSV format.
- File should not be empty.
- File should have entries between 1 to 50.
- Header should be - name, email, role (all cases).
- Each row should have exactly 3 cells.
- All cells must be filled.
- Email type would be matched.
- No duplicate among the file and the already present agents.
- Role should be - agent or supervisor (all cases)