Massive Actions for User Management

Massive Actions for User Management

Once you have selected at least one user in the table, the Choose Action button will be made available at the bottom of the All Users table, click on it and choose one of the available actions to massively perform on the selected users:

Branches > Add to Branch

Use this option to add the selected users to a specific branch in the organizational chart. In the slideout panel that will open, select the branch in which you want to place the selected users, then press Confirm. Try to avoid placing a user in multiple branches, as it often can make user management and user experience more complex (i.e. it may trigger multiple notifications for them). Rather than placing a user into two or more branches, you can place the user in a single branch, and then place them in different groups.

Branches > Move to Branch

This will move the selected users to another branch. In the slideout panel, select the branch in which you want to place the selected users, then press Confirm. Now, all of the selected users will be removed from their previously assigned branches and will be placed in the newly selected branch. Please note that, if you have activated your platform after October 21, 2019, you are not allowed to move users to other branches, and this option will not be visible to you.

Branches > Remove from Branch

This command will remove the selected users from the branch they belong to. In the slideout panel, select the branch from which you want to remove the selected users, then press Confirm. In this case, please make sure that all of the selected users belong to the same single branch. Remember that you cannot remove users from the root branch.

Export > Export as CSV

Use this option to export the list of the selected users into CSV format. Then, in the slideout panel, select the field separator, then flag whether you want to include the names of the columns in the first row of the file. Below, a flag which user fields you want to include in the file, selecting from both standard fields and the additional fields that you have created or imported. Please note that the username field is always included in the list, it is selected by default, and cannot be unchecked.

You can also include details about the branches belonging to the users selected for the export by checking the corresponding options in the Select Branch Field area. When including branch details in the export remember that:

• the branch name and the branch name path are always exported in the platform's default language, as they may not have a translation in the language selected by the user. 
• if users are not assigned to any branch, they are implicitly assigned to the root branch, and their branch ID and any value related to the root branch (branch id, name, code, etc) will not be valorized in the exported file.
• if you have activated your platform before October 21, 2019, your users may belong to more than one branch. Should it be the case, the value for all of the branches of belonging will be included in the export, separated by the | symbol.

When you’re ready, press the Export CSV File button at the bottom. A download of your file will automatically begin. Please note that the dates exported within your CSV file are in UTC format.

Export > Export as XLS

In this menu, you will be able to export the list of the selected users with all their information. Then, in the slideout panel, select the field separator, then flag whether you want to include the names of the columns in the first row of the file. Below, the flag which user fields you want to include in the file, selecting from both standard fields and the additional fields that you have created or imported. Please note that the username field is always included in the list.

You can also include details about the branches belonging to the users selected for the export by checking the corresponding options in the Select Branch Field Area. When including branch details in the export remember that:

• the branch name and the branch name path are always exported in the platform's default language, as they may not have a translation in the language selected by the user. 
• if users are not assigned to any branch, they are implicitly assigned to the root branch, and their branch ID and any value related to the root branch (branch id, name, code, etc) will not be valorized in the exported file.
• if you have activated your platform before October 21, 2019, your users may belong to more than one branch. Should it be the case, the value for all of the branches of belonging will be included in the export, separated by the | symbol.

When you’re ready, press the Export XLS File button at the bottom. A download of your file will automatically begin.

Give Manager Permissions

When this option is selected, the This user manages a team option is activated in the profiles of the selected users. Further information on how to configure managers.

Send Activation Notification

Use this option to send the User has been created (by the administrator) notification to all of the selected users. Please note that this notification must already be configured and activated in the Notification App. Refer to the Sending a Notification to New Users chapter of this article for further information.

Status > Activate

If the user was previously deactivated, it can be activated again. Using this action will activate all the selected users. Further information on user statuses is available here.

Status > Deactivate

Use this command to deactivate the user profiles of the selected users. Further information on the user statuses.

Remember that you can also import, activate and deactivate users via a CSV file. Refer to this article for further details.

Edit

When this option is selected, a slideout panel will allow you to massively change some user fields such as Password, Email validation status, User expiration date, preferred language, user role and direct manager, and all the additional fields.

Delete

This command will delete permanently the selected users. Remember that this operation cannot be undone and that when you delete a user, you'll also delete any asset that the user uploaded to the platform. Be careful when using this option.