Bulk Editing User Accounts

How do I update multiple user accounts at once?

You can update user account information for groups of Users with our Bulk Update User Profiles tool. This increases your efficiency; you no longer need to update the same information for users individually. You can choose multiple users to make changes on their user profiles to some fields, as well as, add Roles, add Organization management, or disable accounts. You can also flag fields forcing the users to update those fields before they can take any other action in the platform.

Update user information fields

You can update several fields for multiple users.

1. From Site Administration on the Users tile, select Bulk Update User Profiles, this opens the Edit Users page.

2. Select on Add Users to open the Choose User dialog.

3. Search for and select all the users you wish to update and select OK.

4. To update the Company, Account Executive, or Organization for your users, under the Change heading on the Basic Information tab, select the Choose link beside the desired field to open a Chooser dialog, search for and then select the item from the search results and select OK.

5. To update time zones, under the Change heading on the Basic Information tab, expand the Time Zone drop down and select a time zone for your users.

6. Select Submit.

Add roles or organization management

New roles or organization management can be added to multiple users. Organization management is not needed for students or instructors, but is necessary for all administrative roles, like the Operations Manager role.

1. From Site Administration on the Users tile, select Bulk Update User Profiles, this opens the Edit Users page.

2. Select on Add Users to open the Choose User dialog.

3. Search for and select all the users you wish to update and select OK.

4. To update roles for your users, open the Roles tab and select the Add User Role link, opening the Choose User Role dialog.

5. Search for and select all the roles you wish to add and select OK.

6. To update organization management for your users, open the Organization Management tab and check the box beside each organization(s) you want these users to manage.

7. Return to the Basic Information tab and select Submit.

Disable users

You can disable users in the platform, this prevents users from logging in to the platform, but does not eliminate their user account.

1. From Site Administration on the Users tile, select Bulk Update User Profiles, this opens the Edit Users page.

2. From the Basic Information tab, check the Disable check box.

3. Select Submit.

Templates

To save time for organizations that frequently make the same changes to user accounts, a template can be saved with all the settings. Once a template has been created it can be updated or renamed.

To create a template,

1. Input all the Update Users information or Flag fields to be used,

2. Under the Templates heading, select the Save as Template link.

To use a template,

1. Under the Templates heading, beside the For Organization field, select Choose

2. In the Choose Organization dialog, search for and select the organization name in the search results, then select OK.

3. A Use Template drop down appears, use it to select the template you wish to use.

4. Under the User Selection heading, select the Select Users link.

5. In the Choose User dialog, search for and select the users from the search results.

6. Select Submit to update the user accounts.

Training Key Redemption

The redemption of Training Keys can be used to assign training to users. This is particularly helpful when Subscription Training Keys are purchased from Skillable and given to your Organization. Keys redeemed through this training key redemption enables the training for the user. Any kind of key can be redeemed here.

Best Practice

• Keep keys separate when assigning to groups. To prevent confusion, assign enrollment training keys for a single class to a group of users. Assign an event training key for a single class to a group of users. Assign course assignment keys for a single course to a group of users.

• Please be aware that for single use keys, the order of the users show in the User Selection section are the order that the keys will be applied from the CSV file.

• A multiple use training key, like an event training key or subscription training key set up for multiple uses per key, can be input and used to redeem up to the number of available uses. Input the key once, then select the users for it.

• Training key redemption is designed to be used alone, however, roles and organization management can be updated along with training key assignment. Any other field selected will be removed from the update.

To redeem training keys to assign training to users,

1. Under the Training Key Redemption heading, download the CSV file from the Download CSV Training Key Redemption File link.

2. Open the CSV file, under the column heading, Training Key input each key you want to redeem without leaving any empty rows between keys.

3. Save the file.

4. Under the Training Key Redemption heading, beside the CSV file field, select the Choose File button.

5. Search for and select the file.

6. Under the User Selection heading, select the Select Users link.

7. In the Choose Users dialog, search for and select the usernames from the search results.

8. Select the Submit button.

9. Success and failure results will be displayed.

Flag fields

Flagging fields forces users to make changes before they can access anything in the platform. When a user logs in or if they are in the platform when a flag is submitted, a dialog opens with the submitted field(s) asking the user to update the following information. They cannot proceed until information is submitted for each field.

1. From Site Administration on the Users tile, select Bulk Update User Profiles, this opens the Edit Users page.

2. Select on Add Users to open the Choose User dialog.

3. Search for and select all the users you wish to update and select OK.

4. From the Basic Information tab, under the Flag Fields for Change by Users heading check the box beside any field you want the user to update.

5. Select Submit.