Add or Update Multiple Users (Batch Add)

Using the Batch Add/Update page, you can use a single process to:

• upload multiple users at once
• upload changes to existing users at once
• upload multiple new users and update multiple existing users at the same time

Download the User template on the Batch Add/Update page to add multiple new users, or make changes to existing ones. To create a single user, see Create a User Manually.

Note: You can also add or update multiple groups and grant multiple waivers to assets within a Learning Program.

To add or update multiple users at once

1. Properly complete the User template.

   Note: In the User template, ensure the second line containing the helpful hints is removed from the CSV file.

2. Click Users & Groups > Batch Add/Update on the navigation bar.

   By default, the Users tab displays on the Batch Add/Update page:

   

   Note: If Approval Managers are enabled on your site, the Send approval manager email to updated user option displays.

3. Click Browse.
4. Locate the User template .csv file and select it.

   Note to Safari users: When using Safari to download the template, it downloads in TXT format, not CSV format. You must use the CSV file format for the upload.

5. If enabled on your site, select your notification preferences:
   • Select the Send Welcome email to new user option to send an automatically-generated email to all users with a valid email.
   • Select the Send approval manager email to updated user option to send an automatically-generated email about the changes to the users' approval managers to all users with a valid email.
6. If you have selected to send emails, specify when to send them:
   • If you want to send the email immediately after the upload, click Send now.
   • If you want to send the email at a specific date and time, click Send later, and then specify the date and time.

   If you select to send the notification email at a specific date and time, you cannot change the date or time, or delete emails from the queue.

7. Click Upload.

   The upload and verification process begins. If you have a valid email address associated with your Skillport credentials, an email is sent to you that contains the URL of a status report, and the date and time that the batch was submitted.

Note: Once processed, view the Batch Uploads report (Users & Groups > Batch Uploads Report on the navigation bar) to see the upload records.