I. Function Introduction

RiskGuard provides efficient batch user import functionality, supporting:

• Large-scale User Management: Import hundreds of user information at once
• Template-based Operation: Standardized Excel templates ensure data consistency
• Intelligent Validation: Automatically detect data format and integrity
• Efficient Deployment: Quickly complete organizational structure setup

II. Applicable Scenarios

• Organizational Expansion:
  • New company/department establishment
  • Branch office setup
• Recruitment Season:
  • Batch onboarding of campus recruits
  • Large-scale social recruitment
• Project Collaboration:
  • External partner access
  • Temporary project team formation
• System Migration:
  • Legacy system user data migration
  • Multi-system user integration

III. Operation Guide

1. Access Import Interface

1. Log in to management backend: risk.meanssoft.com
2. Navigation menu select: 【System Settings】→【Users】
3. Click "Import" button on toolbar

2. Download Template

1. Click "Download Template" button on import page
2. Save Excel file locally

3. Fill User Data

Fill according to template requirements:

• Required Fields (red headers):
  • Account (recommended mobile number, unique identifier)
  • Name
  • Phone
  • Hire Date (format: 2025-07-01)
• Key Fields:
  • Department (must be created in system first)
  • Position (must be created in system first)
  • Roles (multiple roles separated by commas)
• Optional Fields:
  • Email, employee ID, etc.

4. File Upload

1. Click "Select File" or drag file to upload area
2. Confirm file size ≤1MB
3. Click "Upload" button

5. Process Import Results

• Success:
  • Display number of imported users
  • Generate import report
  • Automatically redirect to user list
• Failure Handling:
  • Display error line numbers and reasons
  • Download error report for correction and re-upload
  • Common errors:
    • Duplicate accounts
    • Incorrect date format
    • Department not found

IV. Template Usage Specifications

1. Structure Requirements:

   • Do not modify column headers or order
   • Keep header row
   • Use standard worksheet name

2. Data Standards:

   • Account: Unique and ≥6 characters
   • Phone: 11-digit number
   • Date: Strictly follow YYYY-MM-DD format
   • Department/Roles: Must match system settings exactly

3. File Limitations:

   • Format: .xlsx (Excel 2007+)
   • Size: ≤1MB
   • Rows: ≤500 rows per batch

V. Best Practices

1. Data Preparation:
   • Use data validation to reduce errors
   • Create departments/roles in advance
2. Batch Import:
   • Split batches when exceeding 200 users
   • Group uploads by department/position
3. Result Verification:
   • Check imported user status
   • Require users to change password on first login