How to perform a bulk user action

Bulk user actions will allow you to perform a task on multiple users at the same time.

Step 1. Login as an admin user and select Administration

Step 2. Select Site Administration

Step 3. Select Users tab

 

Step 4. Scroll to find the Accounts category

Step 5. Select Bulk user actions

 

Step 6. You can now use the filters to find a specific user or set of users. Select show more to expand to find more filters and use the drop downs and text fields to set parameters to search for the users that you are wishing to find.

Once you have supplied the parameters for the users you are looking for. Select Add Filter.

Step 8. All users who have passed the active filters are listed in the available box. If no filter is set, all site users are listed.

Step 9. Users can be added or removed from the selected users list by clicking on the users’ names then clicking on an appropriate action button. Multiple users may be selected by holding down the Ctrl key whilst clicking on the users names.

Action buttons -  

Field	Action
Add to Selection	Selected users will be added to the selected users list
Add All	All users found by the filters you have set, will be added to the selected users list
Remove from selection	If a/multiple users are incorrectly added to the selected users list, they can be removed
Remove all	If you would like to remove all users from the selected users list.

Step 10. Once you have selected all the users that you require for the bulk user action, select the desired option from dropdown located in the With selected users category.

Field	Action
Confirm User	Bulk confirmation of a user profile
Send a message	Will send a message to only the list of users that have been selected in the bulk user actions
Delete	Will delete the user profiles of all users that have been selected.
Display on page	Will display all users on a page
Download	Will download users and their user information. You can choose from the following formats: Comma Separated Values (.csv) Microsoft Excel (.xlsx) HTML table Javascript Object Notation (.json) OpenDocument (.ods)
Force password change	Will force users to change their password upon their next login. Most often used as a security feature.
Add to cohort	Will add users to an existing cohort.

 Step 11. Select Go

Below you can find instructions for how to perform each of the Bulk User Actions. 

Confirm User

Complete steps 1 - 11

Step 12. Confirm that you wish to confirm the user profiles that you have selected, select Yes.

Step 13.The users have been confirmed and changes saved. Select Continue.

 

Send a message

Complete steps 1 - 11

Step 12. Type your message for the selected users.

Step 13. Select Save changes

Step 14. Confirm that you would like to send your message to the selected users. Select Yes.

Your message has now been sent and will appear and will appear in a users message centre.

Delete

Please note, deleting a user is permanent and the action cannot be undone. 

Complete steps 1 - 11

Step 12. Confirm that you are sure that you’d like to delete the selected users. Select Yes.

Step 13. The users have now been deleted. Select Continue.

Display on page

Complete steps 1 - 11

Selected users will be displayed on a page

Step 12. Select continue to exit this screen

Download

Complete steps 1 - 11 

Step 12. From the dropdown box, select the format that you’d like to download the user information in.

You can choose from the following formats, based on your needs:

• Comma Separated Values (.csv)
• Microsoft Excel (.xlsx)
• HTML table
• Javascript Object Notation (.json)
• OpenDocument (.ods)

Step 13. Select Download

The file will download and will open in the default program for that file type.

Force password change

Complete steps 1 - 11  

Step 12. Confirm that you would like to force password change for the selected users. Select Yes.

Step 13. The changes have been saved and users will be forced to reset their password up their next login. Select Continue.

Add to cohort

Complete steps 1 - 11

Step 12. From the dropdown, select the cohort that you’d like the selected users to be placed into.

 

Please note, that cohort has to be an existing cohort, you cannot create a new cohort via bulk user actions. See how to create a new cohort for instructions on how to do this.

Step 13. Select Add to cohort

The users have now been added to the selected cohort.