Add/update groups by batch
Groups can be registered and updated in bulk via CSV.
Required
Management role of Group manager (Edit)
This feature is only available on paid plans.
To assign roles to group, you must hold all the required management permissions listed below.
Group batch registration
Download CSV template
01. Go to Manage users
Click the "+" icon on the Manage users page > Batch operation (CSV) > Add/update groups by batch
02. Download CSV
Click Format to download a CSV file.
Edit CSV file
The following explain how to edit the Downloaded CSV template.
The first row contains the column headers (item names).
Enter the details for each group starting from the second row.
*Enter information using one row per group.
For detailed instructions on inputting management roles, refer to Assign management roles by CSV.
If you enable permission assignment per segment on the Segment settings, the following managemnet roles will be included as columns in the downloaded template, in addition to the standard roles:
・ Content manager
・ Grade manager
・ Content manager (Assign)
- If the group code column is left blank, a code will be automatically generated by the system.
- To create a subgroup beneath a specific parent group, enter the corresponding parent group code in the designated column.
It may be easier to edit CSV after registering some groups on the learningBOX first. Then click on the "+" button on the Manage users page > Batch Operation (CSV) > Download groups
You can download a template by navigating to Batch operation (CSV) ＞ Download users.
Upload CSV
This section explains how to upload a CSV file after Editing CSV.
01.Select file
Navigate back to the Add/update groups by batch page.
Click Select File and choose your completed CSV file.
Once the file is selected, two preview tabs will appear:
- Preview: Lists all existing groups alongside the newly added ones.
- Update: Displays only the newly added information.
02. Upload
If the system highlights any errors within the CSV file, resolve them.
When no error messages remain, click Register to finalize and apply the batch update.
Group batch update
Information for existing, registered groups can be updated simultaneously in bulk.
Download groups
Download a CSV file containing the current setup for all your registered groups.
*For more details, refer to Download groups.
Edit CSV file
Open the downloaded CSV file containing your current group structure.
Modify the details or update management roles as needed.
*For detailed instructions on inputting management roles, refer to Assign management roles by CSV.
- If the group code column is left blank, a code will be automatically generated by the system.
- To create a subgroup beneath a specific parent group, enter the corresponding parent group code in the designated column.
Upload CSV
01.Select file
Navigate back to the Add/update groups by batch page.
Click Choose File and choose your edited CSV file.
Once the file is selected, two preview tabs will appear:
▼ Preview
The updated groups are marked as Updated along with their original pre-update information for comparison.
▼Updated content
Update is displayed next to groups with modified info, and No Change with left untouched.
02. Upload
If the system highlights any errors within the CSV file, resolve them.
When no error messages remain, click Register to finalize and apply the batch update.
