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Can I update users in bulk
Updating
Users
in
Bulk
This article covers the process of using a CSV file to
update
multiple people at once
in
the platform… Click on the
Update
(Prefilled) tab then on CSV
Bulk
Update
Template… You
can
make any changes that you want to
users
, including changing their names, contact information,
Using Usernames to Log
In
Instead of Emails
If you want to have
users
log
in
using a username that is different than the email they use to receive notifications, follow these steps… You will need to change the email column
in
the
Bulk
Upload template (you
can
also use the
Bulk
Update
…
In
summary: Download the
Bulk
Update
/Upload Template
Bulk
Updating Course Dates and Statuses
If you want to
update
course statuses or dates, you don't have to do it user-by-user. A CSV file
can
make changes to many
users
at once…
In
the
Update
(Prefilled) section, click on CSV
Bulk
Update
Template… You
can
quickly do this by selecting a cell that has the course name
in
it, clicking on the dot
in
the
Deleting
Users
in
Bulk
Click Delete
Users
. Alternatively, you
can
use the field right above the Delete
Users
button… Click Delete
Users
. Alternatively, you
can
use the field right above the Delete
Users
button… Enter the emails of the
users
that you wish to delete
in
the first column
Adding
Users
in
Bulk
Click on
Users
, then click on the purple
Bulk
User Management button… Click on
Users
, then click on the orange
Bulk
User Management button… You
can
remove the sample data, but please do NOT change or remove the headers (e.g. first_name, role
Importing
Users
with Existing Course Data
If you want to import both
users
and their course history, you
can
do so with a CSV file. This article covers the template changes required… You
can
also
update
your existing
users
' course progresses with this method -- just include their information… Go back to the
Bulk
User Management section, and click on the
Update
(Prefilled) secton, NOT the Upload
Toggling Email Notifications
in
Bulk
Instead of going one-by-one through user profiles to enable or disable email notifications, you
can
use a CSV file to make
bulk
changes… Next, click on the
Bulk
Update
(Prefilled) tab and click CSV
Bulk
Update
Template… The first thing you'll need to do is go click on People then on
Users
, then hit the
Bulk
User Management
In
-App Course Progress
Bulk
Updates
A feature to
Bulk
update
Course Progresses for a particular course within the platform… Multi-select the Learners you would like to
update
Course Progresses for then click on the
Update
Course… From the Select Column drop down menu, you
can
choose multiple course progresses to
update
at once
Using a CSV to Add
Users
to Groups
If you need to add multiple
users
to groups, you
can
use a CSV file to make the changes
in
bulk
. This article shows you how… To read the article about adding
users
in
bulk
, please see this article. [Inline Video]… For example, if
I
wanted to enroll a user into Group 1, Group 2, and Group 3 at the same time,
I
would
Bulk
User Recovery
If you accidentally delete
users
, you
can
restore their account and data up to 30 days after deletion… To begin the process, click on
Users
& Groups, then on
Users
… Click on
Bulk
User Management