Access requirements
Management Console
Email communications | Send invitation emails
User management | Edit user attributes
User management | Upload multiple users
Bulk-updating multiple users allows you to:
Add new users
Update existing users’ details
Archive user accounts
Reactivate user accounts
Stage 1: Download multiple users’ data
First, let’s download an Excel template containing your current users.
You can upload your own Excel file, but you’ll need to manually match the columns to the data. So downloading a template will save you time and effort.
1. Select Management Console > User Management > Upload multiple users:
2. Select the Domain dropdown to select a domain and select Download template to download an Excel file with all the domain’s user information:
3. Open the file in Excel and make your edits. To archive a user, delete the row. When you’ve made all the edits, check that no cells have spaces at the end or beginning (to avoid duplicates). Any new details you add should have:
No spaces in the email address column
No special characters (these include avoiding apostrophes. For example, upload an email address of o'[email protected] as [email protected])
No duplicate Unique Identifiers
Working with unique identifiers? These are email addresses or employee IDs. If you want to edit unique identifiers, update these before processing the feed. Otherwise they'll be registered as new users. You may also want to check your Archived accounts before processing the feed in case of a unique identifier is already in use
4. Save the file in Excel or Excel 97-2003 format and you’re now ready to upload the data
Stage 2: Upload multiple users’ data
1. Return to the screen shown in Stage 1 Step 1
2. Select Choose file next to Upload user data, locate and select the file on your device, and select Continue:
3. If you’ve used a template, the system checks the file and ask you to preview the changes by selecting Open preview
4. This downloads an Excel file showing all the discovered changes in a new column (marked _different)
5. Review the changes, tick the Update existing users box to confirm updates, and select Process changes:
6. That’s it, all updated!
Not used a template, or have added a new column for a new attribute? Read on to know how to match your data
1. After uploading your file, the system lists all the found attributes to be matched. Attributes marked as required (under the Type heading) must be matched
2. Under the Column heading, select a dropdown to match the attribute:
3. Don’t want to match an attribute? Set as Not in data file (this only works for optional types)
4. Keep the box ticked next to Update usernames for existing users and select Continue:
5. Select Open preview to download an Excel file and review the changes:
6. Tick the boxes to confirm the changes and select Process changes:
7. You’ve now updated the system with the new attributes