How to Add Appdome Users From CSV

Last updated May 8, 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

As an organization, you may have multiple people working on a project as a team. These users often need roles and entitlement structures to ensure that the team members’ capabilities and responsibilities are clearly defined and work is done efficiently. Appdome allows organizations to create Teams within the Appdome workflow and establish Team-member Entitlements to limit each teammate to a specific task within the Appdome workflow.

Entitlements are specific “right-to-use” rules established within teams to assign tasks to individual users. On Appdome, entitlements can be assigned to one or more teammates for each step in the workflow. Adding new members from a CSV lets you easily and automatically assign the appropriate roles and entitlements to all users instead of manually assigning them. 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

To use this Appdome for Teams feature, you’ll need an Appdome account—IDEAL GO or Higher.

How to Add Team Members From a CSV File

Follow these step-by-step instructions to collaborate using Appdome for Teams:

Create a CSV

To add users to a team from a CSV file, you must first create a CSV file in the correct format. The CSV file will contain the following types of values 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.
    A “Member” is part of the team but cannot edit or change the team itself.
    A “Leader” can edit the team name and description, add or remove members, and enable or disable entitlements (see below) of other team members.
  3. Entitlements: Appdome for Teams currently offers the following entitlements:
      • BUILD_SECURITY: Using the Security tab
      • BUILD_ACCESS: Using the Access tab
      • BUILD_AUTHENTICATION: Using the Authentication tab
      • BUILD_IDENTITY: Using the Identity tab
      • BUILD_MANAGEMENT: Using the Management tab
      • UPLOAD: Uploading an app
      • BUILD: Enabling workflow actions by clicking on the Build button on UI or Make a Build API request
      • CONTEXT: Adding Context to an app
      • SIGN: Signing an app
      • DEPLOY: Deploying an app
      • DELETE: Deleting an app
      • BUILD_ANTI_FRAUD: Using the Anti-Fraud tab
      • EDIT_FUSION_SETS: Editing a Fusion Set
      • RELEASE_FUSION_SETS_INTO – Entitlement to release a Fusion Set to another team
      • COPY_FUSED_BUILDS_INTO: Copying builds from one team to another
      • FREEZE_UNFREEZE_APPDOME_VERSION: Using the Fusion Set Summary screen to freeze and unfreeze the Appdome version
      • ACCEPT_FUSION_SETS: Approve Fusion Sets received from another team by using the option to release security templates between teams.
      • View Certified Secure – Access to download a certificate from the team to which the user belongs.
      • ACCORDION_ANNOTATION: Add an edit annotation to each command section (accordion); for example, OS Integrity.
      • DUPLICATE_TEAM – A “super-user” entitlement to duplicate an existing team with all its configurations (e.g., members and Fusion sets)
      • View ThreatScope – Access to view ThreatScope data for the team to which the user belongs.
      • DOWNLOAD_FILES_FROM_FUSION_SETS: Entitlement to download Fusion Set files.
      • FUSION_SETS_VERSIONING: entitlement to create multiple fusion sets

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. Click on 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.

Here is a walkthrough and the actions you can perform:

  1. Click on Personal Workspace at the top left of your screen.
    • Select your team and click Team Management.
      Go To Team Management
  2. Under Team Management, you can see all of your teams. Click on the three dots to see more details.
    You can choose any of the following activities:

    • View Team Details
    • View Team Members
    • Invite New Member
    • Duplicate Team
    • Go to Team Workspace
      Team Management
  3. Invite New Members
    • Click upload a CSV file.
      Invite New Members

Related Articles:

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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