Assign roles by CSV
This section explains how to assign roles to users in batch via a CSV file.
*For more information about management roles, refer to Management roles.
Required
Group manager(Edit) + Role assigner
Enter text on CSV
01. Go to the Manage users
Click the "+" icon on the Manage users page > Batch Operation (CSV) > "Batch user registration/update
02. Download CSV
Click on Download to download a CSV format.
Click on "Download CSV Format.
03. Enter text on CSV
Enter user information for one user in each row to register/update.
Rules
The following image shows the rules when entering management roles.
Conditions to assign roles
Role assigners can use this function.
Without the role, an error message will be shown.
When upload a CSV file in bulk, you would be able to save time by registering a few users first and downloading the information.
Click on the "+" icon on the Manage users > Batch operation (CSV) > Download users
You can download the file from Batch operation (CSV) > Download users
Update status
Leave the column blank or specify "add," "delete," or "save" to update the management roles.
- Blank/add: add role(s)
- delete: Deletes the specified role(s)
- save: update role(s) and overwrites the existing one(s)
*Management roles are as follows
- Group manager(Edit)
- Group manager(View)
- Content manager (Edit)
- Content manager(View)
- Grade manager (Edit)
- Grade manager(Grading)
- Grade manager(Approval)
- Grade manager(View)
- Content manager(Assign)
- Email template manager
- Message box manager
"Delete" cannot be set for new users.
Upload Files
Upload the created/edited CSV file.
01. Go to the Manage users
Click the "+" on the Manage users > "Batch Operation (CSV)" > "Batch User Registration/Update".
02. Upload
Drag and drop the edited CSV file into the gray area or select it from "Choose File." Click "Upload and check."
03. Display of uploaded list
Uploaded users are listed.
If you are satisfied with the content, click "Execute Registration.
The following pop-up will be displayed.
To send an invitation e-mail to users, tick the "Send invitation e-mail to new registered users."
You can also select an e-mail template from the list and edit the content by clicking the "Edit" button.
Click on the "Send at" to specify the send date and time.
*For more details on editing email templates, click the question mark icon.
After completing the settings, click "Execute".
The registration process runs in the background.
The status of processing can be checked in the panel displayed in the lower left corner of the screen or in the "Background processing" in the side menu.