Create a CSV Access Source

Use a CSV source when a system has no supported connector or when you need to review a controlled export. the platform stores the CSV with the source and parses it each time the source is included in a campaign.

Prepare the CSV

The first row must contain column names. The email column is required; all other supported columns are optional.

Column	Value
email	Account email address. Rows with an empty email are skipped.
full_name	Person or service-account name.
role	One role value.
job_title	Account holder’s job title.
is_admin	true for an administrator; every other value is treated as false.
active	true for an active account; every other value is treated as false. Omit the column when status is unknown.
external_id	Stable identifier from the source system.
account_type	Use SERVICE_ACCOUNT for a non-human account. Every other value is treated as a user account.

Column names are case-insensitive and surrounding spaces are ignored. Extra columns are ignored.

email,full_name,role,job_title,is_admin,active,external_id,account_type
alex@example.com,Alex Morgan,Member,Engineer,false,true,user-1042,
deploy@example.com,Production deploy,Deployer,,true,true,svc-17,SERVICE_ACCOUNT

attention to

Check boolean values before creating the source. For is_admin and active, the platform treats only true as true; values such as yes, 1, and active are treated as false.

Create the Source

1. In the platform, go to Access Reviews > Sources.
2. Click Add source, find CSV, and click Open.
3. Enter a descriptive source Name.
4. Paste the complete CSV, including its header row, into CSV Data.
5. Click Create.

The source is now available when you create a campaign.

Use a New Export

A campaign reads the CSV stored on the source when the campaign starts. To review a newer export, update or replace the source data before starting the next campaign.

Starting a campaign creates a snapshot. Later source changes do not rewrite entries or decisions in an existing campaign.

The console does not currently edit a CSV source in place. Delete the old source and create a new one with the updated export, or use prb access-review source update from the CLI.

Troubleshooting

• The campaign reports a missing email column. Add an email header. The spelling must match, although capitalization does not matter.
• A row is missing. the platform skips rows whose email value is empty.
• An account has the wrong status or admin value. Use true or false. Only true is recognized as true.
• A service account appears as a person. Set account_type to SERVICE_ACCOUNT.
• A role is incomplete. The CSV format accepts one role value per row. Use a concise combined label if the export contains several roles.