user
model
This doc explains how to manage users on our original user model.
Not sure which user model you're on? See Overview of pricing and users.
With the Bulk user actions feature, you can add, update, or delete multiple users at once. This can be helpful for:
- adding roles when multiple new employees start
- deleting roles when multiple employees leave
- giving multiple employees Admin roles
Update users in bulk
Some important rules and recommendations for making bulk user actions:
- You cannot make updates to your own role or an Owner role.
- You cannot edit an existing user's email address or name.
- You should avoid editing an existing user by deleting and re-adding them because this can have unintended consequences (for example, API keys associated with the original user will be lost).
To add new user roles, update existing user roles, or delete user roles:
-
Go to: account dropdown > Account settings > Users and roles, and add
/bulk_actions
at the end of the URL.Example URL:
https://account.newrelic.com/accounts/123456789/users/bulk_actions
- Download a Backup CSV file. Downloading a backup file keeps a record of the users in your account prior to changes being made, and allows you to easily re-add any users that may be removed accidentally.
-
Download a CSV of users or a CSV template. Each bulk action (add, update, or delete) will require its own CSV file. New Relic recommends saving your files with an account number, date, and the bulk action being performed. For example:
account_123456789_delete_users_2018-06-29
- Populate that sheet with only the users whose roles you'll be applying the chosen bulk action for. Remove users from the spreadsheet whose roles you do not want to change.
Bulk action Fields Add Required fields: user email, name, type, base role
Optional field: add-on role
Update Required fields: user email (do not edit), name (do not edit), base role
Optional field: add-on role
Delete Required fields: only user email - Example CSV file
-
The following is an example downloaded CSV of users that lists four users on the New Relic account. In this example, we want to delete the user Alex Datanerd. All other users must be removed before uploading the CSV.
Email Name Type Base role Add-on roles Last active User1 @Company.com Jane Datanerd full Owner 2/6/20 User2 @Company.com Jamie Datanerd full Admin 6/6/20 User3 @Company.com Alex Datanerd full User apm_admin, browser_admin 7/25/20 User4 @Company.com Pat Datanerd basic User alerts_admin, insights_admin, apm_admin 4/6/20 The other three users, whose roles will remain unchanged, are removed. The final CSV only shows Alex's name. This file would then be uploaded using the Delete users in CSV option in the UI.
Email Name Type Base role Add-on roles Last active User3 @Company.com Alex Datanerd full User apm_admin, browser_admin
- In the UI, select a CSV action: Add, Update, or Delete the users listed within the CSV file.
- Upload the new CSV, and select Save changes.
Troubleshooting
If a user is removed or changed during your CSV file upload by mistake, you can add them back through another CSV file upload.
Be aware that associated permissions may be lost when a user is deleted and re-added. For example, associated API keys will need to be re-added.
- If you have a backup CSV file
-
If you have a backup CSV file saved:
- Open the backup CSV file.
- Populate the backup CSV file with the users whose roles will be modified.
- Select a CSV action for the new CSV file: add, update, or delete
- Upload the new CSV, and select Save changes.
- If no backup file exists
-
If no backup CSV file has been previously downloaded:
- Download the CSV file template.
- Populate the spreadsheet with the information required for the user to be restored.
Action Required fields Add User email, name, type, base role.
Optional: Add-on role
Update User email, name, type, base role.
Optional: Add-on role
Delete User email - Select a CSV action for the new CSV file: Add, Update, or Delete.
- Upload the new CSV, and select Save changes.