{"id":837,"date":"2026-06-17T03:00:00","date_gmt":"2026-06-16T18:00:00","guid":{"rendered":"https:\/\/support.learningbox.online\/?post_type=how-to-use&p=837"},"modified":"2026-06-17T03:00:07","modified_gmt":"2026-06-16T18:00:07","slug":"csv-batch-registration","status":"publish","type":"how-to-use","link":"https:\/\/support.learningbox.online\/en\/how-to-use\/csv-batch-registration\/","title":{"rendered":"\u00a0Assign management roles by CSV"},"content":{"rendered":"

This guide explains how to assign or update management roles for users in bulk using a CSV file.
*For more details, refer to Management roles<\/a>.<\/p>\n\n\n\n

\n

Required<\/span><\/p>\n\n\n\n

Management roles of Group manager (Edit) + Role assigner<\/p>\n<\/div>\n\n\n\n

Enter data into CSV<\/span><\/h2>\n\n\n\n

01. Go to the Manage users<\/span><\/strong><\/p>\n\n\n\n

Click \"Manage users\" on the Dashboard or the side menu.
Click the \"+\" icon on the Manage users page, \uff1e Batch operation (CSV) \uff1e Batch user registration\/update.<\/p>\n\n\n\n

02. Download CSV<\/span><\/strong><\/p>\n\n\n\n

Click Download CSV to download the template file.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

03. Enter text on CSV<\/span><\/strong><\/p>\n\n\n\n

Enter the required information for each user. \n
Use one row per user to register or update their profiles.<\/p>\n\n\n\n

\"\"\/<\/figure>\n\n\n\n
\n
\u2003<\/span>Note<\/span><\/span><\/div>
\n

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:<\/p>\n\n\n\n

\u30fb Content manager
\u30fb Grade manager
\u30fb Content manager (Assign)<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

\u2003<\/span><\/span><\/span>Formatting rules<\/span><\/strong><\/p>\n\n\n\n

Follow the specific entry formatting rules when inputting management roles.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

*Management roles for each segment are identified and designated by their unique segment codes.<\/p>\n\n\n\n

\u2003<\/span><\/span><\/span>Conditions to assign roles<\/span><\/strong><\/p>\n\n\n\n

Only users with Role assigner permissions can use this function.
If a user without this role attempts to upload the file, an error message will appear.
 <\/p>\n\n\n\n

\n
\u2003<\/span>Tips<\/span><\/span><\/div>
\n

If you manually register a few sample users directly within learningBOX first, editing the CSV becomes much easier.
You can download a template by navigating to Batch operation (CSV) \uff1e Download users.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

Update flag<\/span><\/h3>\n\n\n\n

Entering \"add\" (or leaving it blank), \"delete\", or \"save\" in the update flag column determines how the system handles user permissions:<\/p>\n\n\n\n

    \n
  • add: Adds the specified management role to the user.<\/li>\n\n\n\n
  • delete: Revokes the specified management role from the user.<\/li>\n\n\n\n
  • save: Overwrites all existing roles for the user with the new roles specified in the row.<\/li>\n<\/ul>\n\n\n\n

    \u25bc Applicable Management Roles
    *This applies to all standard roles and segment-specific management roles:<\/p>\n\n\n\n

      \n
    • Management role of Group manager (Edit)<\/li>\n\n\n\n
    • Group manager (View)<\/li>\n\n\n\n
    • Management role of Content manager (Edit)<\/li>\n\n\n\n
    • Content manager (View)<\/li>\n\n\n\n
    • Grade manager (Edit)<\/li>\n\n\n\n
    • Grade manager (Grading)<\/li>\n\n\n\n
    • Grade manager (Approval)<\/li>\n\n\n\n
    • Grade manager (View)<\/li>\n\n\n\n
    • Content manager (Assign)<\/li>\n\n\n\n
    • Email template manager<\/li>\n\n\n\n
    • Notification manager<\/li>\n\n\n\n
    • Message manager<\/li>\n<\/ul>\n\n\n\n

      e.g.)<\/strong>
      The following is an example scenarios.
      \u30fbKim: No permission \u21d2 Group manager (Edit) for all users
      \u30fb Henry: Group manager (Edit) \u21d2Keep the permission for Group manager
      \u30fbJim: No permission \u21d2 Delete account<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n\n\n\n
      \u2003<\/span>Attention<\/span><\/span><\/div>
      \n

      The \"delete\" flag cannot be applied to newly registered users who do not yet exist in the system.<\/p>\n<\/div><\/div>\n\n\n\n

      Upload files<\/span><\/h2>\n\n\n\n

      Upload your completed or edited CSV file to apply the changes.<\/p>\n\n\n\n

      01. Go to the Manage users<\/span><\/strong><\/p>\n\n\n\n

      Click the \"+\" icon on the Manage users > Batch operation (CSV) > Batch user registration\/update.<\/p>\n\n\n\n

      02. Upload<\/span><\/strong><\/p>\n\n\n\n

      Drag and drop your edited CSV file into the designated gray area, or click Choose File to select it from your device.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      03. Confirm uploaded data<\/span><\/strong><\/p>\n\n\n\n

      A preview list of the uploaded users and changes will be displayed.
      Verify the information and click \"Execute registration.\"<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      The following window will appear.
      To automatically invite your users, tick the box.
      You can select a pre-made email template from the dropdown list and customize its text by clicking Edit.
      Click \"Send at\" to schedule a specific date and time for the invitation emails to go out.
      *For more details on editing email templates, click the question mark icon.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      After finalizing your preferences, click Execute.
      The registration process will run in the background.
      You can track the processing status via the status panel in the lower-left corner of the page, or by navigating to \"Background processing\" in the side menu.<\/p>","protected":false},"excerpt":{"rendered":"

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