Bulk Operation to create and edit Teams

Bulk Operation to create and edit Teams

Roles: Primary Admin, Admin

Description: In this article, you will learn how to select people on the People page and put them into a new team or into existing teams in one action.

Benefits:

  • Build teams faster: Select a group of people and turn them into a team without adding each person one by one.
  • Add to several teams at once: Put the same people into more than one existing team in a single step.

Step by step: select people on the People page

  1. Click Company in the top navigation menu, then select People.
  2. Find the people you want. Use the search box, or open the filter to sort and narrow the list by By Teams, By Status, By People, or By Role.
  3. Hover over a person's card and click the circle at the top left of the card to select them. Repeat for each person.

A bar appears at the bottom of the page and shows how many people you selected, for example 1 Individual selected. The next sections start from this bar.

People page with one person selected and the bar at the bottom showing 1 Individual selected

Step by step: create a new team from selected people

  1. Select the people you want in the team, as described above.
  2. In the bar at the bottom, click the three-dot menu.
  3. Select Add to, then New Team. The Create A Team window opens.
  4. In Name Your team, enter a name for the team. Add a Description if you like.
  5. Click Create Team.

Three-dot menu in the bottom bar with Add to open, showing New Team and Existing Team

Create A Team window with Name Your team, Description, and Create Team

To add team managers, open the team's profile after you create it.

Step by step: add selected people to existing teams

  1. Select the people you want to add, as described above.
  2. In the bar at the bottom, click the three-dot menu.
  3. Select Add to, then Existing Team. The Add to the Teams window opens.
  4. Search for teams in Search Teams.... Each team shows how many members it has.
  5. Select one or more teams. Turn on Show Selected to review your choices.
  6. Click Add.

Add to the Teams window with Search Teams, member counts, Show Selected, and Add

Note: People you add to a team receive the trainings already assigned to that team. See Managing Trainings for a Team.

Other actions in the bottom bar

Action What it does
Pencil icon Opens Bulk Edit: User so you can change role, job title, status, time zone, and custom fields for everyone selected.
Re-Invite Sends the invitation again to the people selected.
Delete Deletes the people selected from your organization.

For the pencil icon, see Bulk Operation to update User Details of multiple profiles.

Who can use bulk operations

Note: Only the Primary Admin and Admins can use bulk operations on the People page. Managers and learners cannot.

Common questions

Can I add the same people to several teams at once?

Yes. In the Add to the Teams window, select every team you want before you click Add.

Is there another way to create a team?

Yes. Use the red + button on the Teams page. See Teams in Auzmor Learn.

Related articles