How to Manage Queue Users

This guide explains how to add and manage users in pipeline queues using both manual assignment and CSV import methods for efficient user management.

Overview

Pipeline queues allow you to assign users with CLAIM permissions, enabling them to process tasks within the queue. You can manage users through two methods:

1. Manual Assignment: Add users one by one through the interface
2. CSV Import/Export: Bulk manage users using CSV files

Method 1: Manual User Assignment

Step 1: Access the Queue Management

• Navigate to your pipeline and locate the specific queue
• Find the "Manage Users" dropdown button in the queue actions

Step 2: Open Manual Assignment

• Click on "Manage Users" to open the dropdown menu
• Select "Add Users Manually" from the options

Step 3: Assign Users

• In the modal that opens, you'll see a list of all organization users
• Use the search functionality to find specific users
• Click the "X" button next to users you want to assign to the queue and the icon will change to a checkmark

Step 4: Confirm Assignment

• Review the selected users in the right panel
• Click "Save Changes" to confirm the assignments
• Users will now have access to claim tasks in the queue

Method 2: CSV Import/Export

Step 1: Access CSV Management

• Click on "Manage Users" dropdown
• Select "Import/Export Users" from the menu

Step 2: Download Template

• In the modal, navigate to the "Export" tab
• Click "Download Template" to get a CSV file with all organization users
• The template will include all users ready for permission assignment

Step 3: Prepare Your CSV File

The downloaded template will have this format:

email,permission
[email protected],CLAIM
[email protected],CLAIM

To add users:

• Keep the CLAIM value in the permission column for users you want to add

To remove users:

• Leave the permission column empty for users you want to remove

Example CSV for adding users:

email,permission
[email protected],CLAIM
[email protected],CLAIM
[email protected],CLAIM

Example CSV for removing users:

email,permission
[email protected],
[email protected],

Step 4: Upload and Preview

• Navigate to the "Import" tab
• Click the upload area to select your CSV file
• The system will preview the changes before applying them

Step 5: Review Changes

The preview will show:

• Green section: Users to be added with CLAIM permissions
• Red section: Users to have CLAIM permissions removed
• Yellow section: Duplicate entries (if any)

Step 6: Apply Changes

• Review the preview carefully
• Click "Add X Users" or "Remove X Users" or "Update X Users" to apply the changes
• The system will process the changes and show a success message

Best Practices

For Manual Assignment

• Use manual assignment for adding 1-5 users quickly
• Use the search function to find specific users
• Review the user list before saving changes

For CSV Import

• Always download the template first to ensure correct format
• Use CSV import for bulk operations (5+ users)
• Test with a small group first before large imports
• Keep backups of your CSV files
• Use clear, descriptive file names

General Tips

• CLAIM permissions allow users to claim tasks from the queue
• Users can only have CLAIM permissions (no other permission types)
• Empty permission columns in CSV will remove existing CLAIM permissions
• The system prevents duplicate assignments automatically

Troubleshooting

Common Issues

"No users found" in manual assignment:

• Ensure you're in the correct organization
• Check that users exist in the organization

CSV import errors:

• Verify the CSV format matches the template exactly
• Check that email addresses are valid
• Ensure the permission column uses "CLAIM" or is empty

Users not appearing after import:

• Check the preview section for any errors
• Verify that users exist in the organization
• Ensure the CSV file was saved with proper encoding

Getting Help

If you encounter issues:

1. Check the preview section for error messages
2. Verify your CSV format matches the template
3. Contact your system administrator for assistance

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Summary

You now have two efficient methods to manage queue users:

• Manual Assignment: Quick method for individual users
• CSV Import/Export: Efficient method for bulk operations

Both methods ensure users receive CLAIM permissions, allowing them to process tasks in the queue. Choose the method that best fits your needs based on the number of users you need to manage.