Bulk Operation to update User Details of multiple profiles

Bulk Operation to update User Details of multiple profiles

Roles: Primary Admin, Admin

Description: In this article, you will learn how to update the role, job title, status, time zone, or custom fields for several users at once.

Benefits:

  • Save time: Make one change for many users instead of editing each profile.
  • Consistent data: Apply the same value to every selected user.
  • Clear results: Review your changes before they are applied and check the outcome for each user afterward.

Step by step: update several users at once

  1. In the top navigation menu, click Company, then select People.
  2. To make selecting easier, hover over the view icon next to the search box and select List.
  3. Hover over a user and click the circle to the left of their name. Repeat for each user you want to update.
  4. In the bar at the bottom of the page, check the number of individuals selected, then click the pencil icon.
  5. In the Bulk Edit: User window, select the checkbox next to each detail you want to change.
  6. Set the new value for each detail you selected. See the table below.
  7. Click Continue.
  8. On the Confirmation step, review the changes and confirm them.
  9. On the Acknowledgement step, check the result for each user.

View As menu next to the search box with Grid and List

People list with two users selected and the bar at the bottom with the pencil icon

Bulk Edit User window with Role, Job Title, Status, Time zone, and Custom Fields

What you can update

Detail What it changes
Role The role of each selected user.
Job Title The job title of each selected user.
Status The status of each selected user.
Time zone The time zone of each selected user.
Custom Fields Any custom user fields your organization has set up. Each field has its own checkbox and value box.

Note: Only the details you select are changed. The Fields Selected counter at the bottom of the window shows how many you chose.

Note: Only the Primary Admin and Admins can update users in bulk. Managers and Learners cannot.

Other actions in the selection bar

The three-dot menu in the same bar also offers Add to, Re-Invite, and Delete for the selected users.

Three-dot menu in the selection bar with Add to, Re-Invite, and Delete

Common questions

Why was a user not updated?

The Acknowledgement step flags any user whose change could not be made. A common reason is that the user has not accepted their invitation yet.

Can I change emails, usernames, or passwords in bulk?

No. Bulk edit covers role, job title, status, time zone, and custom fields. Change credentials one user at a time, as described in Changing Email, Username, and Password of Users.

Can I add many new users at once?

Yes. See How do I add multiple users at once to my account?.

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