How to Add Appdome Users From CSV

Last updated August 21, 2024 by Appdome

This Knowledge Base article provides an overview of adding new members to an Appdome team from a CSV (Comma Separated Values) file. With this method, you can quickly create teams or invite new members with the right roles and entitlements instead of assigning them manually.

About Adding Team Members From CSV

In many organizations, team collaboration is crucial for project success. Appdome’s platform facilitates this by allowing you to create teams within the workflow and assign specific “right-to-use” entitlements that define each member’s role and responsibilities. These entitlements are essential for task-specific assignments within the Appdome workflow, ensuring that team members’ capabilities are effectively utilized and responsibilities are clearly delineated.

Understanding Team Roles and Entitlements

Entitlements serve as specific rights granted to team members to perform certain tasks within the Appdome workflow. These are set to ensure that every team member contributes to the project within the scope of their assigned roles. Adding members through a CSV file automates the process of assigning these roles and entitlements, significantly reducing manual setup time and potential errors.
To learn more about entitlements, see How to Set User Entitlements in Mobile App Security Projects.

Prerequisites for using Appdome for Adding Team Members From CSV

Before you start, ensure that you have an Appdome account—IDEAL GO or Higher.

Step-by-Step Guide: Adding Team Members From a CSV File

To add users to a team from a CSV file, prepare a CSV containing the following information for each user:

  1. Email: The email address of the new team member.
  2. Role: The role the new team member is supposed to receive. Appdome for Teams offers two different roles.
    • Member: A team participant with no permission to alter team settings.
    • Leader: A team administrator who can change team details, manage members, and adjust permissions.
  3. Entitlements: List of permissions each team member will have, such as:
      • Workspace
        • UPLOAD: Uploading an app
        • BUILD: Enabling workflow actions by clicking on the Build button on UI or Make a Build API request
        • BUILD_SECURITY: Using the Security tab
        • BUILD_ANTI_FRAUD: Using the Anti-Fraud tab
        • BUILD_GEO_COMPLIANCE: Using the Geo- Compliance tab
        • BUILD_ANTI_BOT: Using the Anti-Bot tab
        • BUILD_MOBILE_EDR: Using the EDR tab
        • BUILD_ACCESS: Using the Access tab
        • BUILD_AUTHENTICATION: Using the Authentication tab
        • BUILD_MANAGEMENT: Using the Management tab
        • BUILD_F5: [EOL]
        • CONTEXT: Adding Context to an app
        • SIGN: Signing an app
        • DEPLOY: Deploying an app

        Fusion Set 

        • EDIT_FUSION_SETS: Editing a Fusion Set
        • CERTIFICATES_UPDATE:
        • ACCEPT_FUSION_SETS: Approve Fusion Sets received from another team by using the option to release security templates between teams.
        • FREEZE_UNFREEZE_APPDOME_VERSION: Using the Fusion Set Summary screen to freeze and unfreeze the Appdome version
        • FUSION_SET_VERSIONING: entitlement to create multiple fusion sets.
        • ACCORDION_ANNOTATION: Add an edit annotation to each command section (accordion), such as OS Integrity.
        • RELEASE_FUSION_SETS_INTO – Entitlement to release a Fusion Set to another team

        Monitoring 

        • View ThreatScope – Access to view ThreatScope data for the team to which the user belongs.
        • View Certified Secure – Access to download a certificate from the team to which the user belongs.

        Admin 

        • DUPLICATE_TEAM – A “super-user” entitlement to duplicate an existing team with all its configurations (e.g., members and Fusion sets)
        • DELETE_APP/SDK
        • COPY_FUSED_BUILDS_INTO: Copying builds from one team to another
        • DOWNLOAD_FILES_FROM_FUSION_SETS: Entitlement to download Fusion Set files.

         

In the CSV file, each row corresponds to a new member, and each member should have all the types of values explained above. The data in each row in the CSV should be structured as follows:

CSV add members

For your CSV to be in the right format, ensure that the following conditions are met:

  1. Email, role, and entitlements are in separate columns
  2. Leader and Member are written like this, with the first letter written in upper-case.
  3. Entitlements are written like in the list above, all uppercase and underscore separating the words.
  4. Entitlements are separated by a pipe (“|”)

Download here a CSV example file.

Create a Team with Roles and Entitlements from CSV

To create a team from a CSV file:

  1. Navigate to your Personal Workspace at the top left of your screen.
  2. Click + Create Team.
    Create A Team
  3. Use the Create Team dialog box to perform the following steps:
    • Enter the name of your team.
    • Enter the team type UAT, PROD, LEGACY, or TEST.
  4.  Optional:
    • Write a brief description of the team.
    • Invite team members to collaborate as part of your team.
      Optional: Allow only domain members to be invited.
    • Upload a CSV file containing the names of team members and their entitlements and roles.
      Team Workspace
  5. Click Upload a CSV file and browse for a file.
  6. Enforce your organization’s domain verification on the team (optional).
  7. Click Create Team.

Note: If you enforce your domain on the team, only invitees from the same domain can be added to a locked team. For more information, review how to enforce your organization’s domain verification on the team.

Invite New Team Members with Roles and Entitlements from a CSV File

After creating a team, you can modify, edit, and manage it on Appdome.

  1. Click on Personal Workspace at the top left of your screen.
  2. Select your team and click Team Members.
    Select Team Members
  3. Under Team Management, you can see all the members in your teams.
  4. Click + Invite New MemberInvite New Member Button
  5. Invite New Members
    • Type the email address of the new team member or Click Upload a CSV file.
      Invite New Members

Related Articles:

How Do I Learn More?

If you have any questions, please send them our way at support.appdome.com or via the chat window on the Appdome platform.

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