The mass assign feature enables the assignment of any product or a combination of products to multiple users at one time which is more efficient than making the same assignment for users one at a time.
IMPORTANT: Mass assign will only work on user accounts that have not been assigned the product(s) before. Conover Online does have safety features built into the mass assign feature to prevent making double assignments or accidentally overwriting an existing assignment.
Also, mass assign will not reassign any completed unit or program. Reassignment will still have to be done manually (how to reassign). We can enable a setting so your organization can reassign completed units or programs and to do so please contact our Support team using the chat icon while you are logged into your account.
For example:
If you are mass assigning the Workplace Readiness program to a group of users and one of the user's already has had Workplace Readiness previously assigned to them, Conover Online will automatically NOT assign Workplace Readiness the second time via the mass assign feature so 1) credits are not used to assign a program that the user already has already been assigned and 2) the user's progress and data from the initial Workplace Readiness assignment are not overwritten and lost.
The first thing you need to do is choose the users that will get the assignment. To do this choose View Accounts.
Next, you will need to choose which users should get the assignment from this screen. You can use the search feature or the Tag or Group filter to help you sort and find your users.
To choose the users, check the box in front of their name. The checkbox at the top of the screen will choose all of the users listed on the page. Once you check one of the boxes, a toolbar will appear at the bottom of the screen. There is a link in the toolbar that will allow you to choose all of the users across all of the pages.
Once you have all of your users checked, choose the Assign button. This will take you to the screen where you can choose from the assignment options.
Below are a few topics that will show you how to use the 2 different option for making assignments to your users. Select the title to expand the contents.
Using a Preset Assignment
Using a Preset Assignment
Watch the video below for how to make a custom mass assignment. If you wish to use a Preset Assignment with mass assign learn how to use a preset assignment.
Choose from your list of Preset Assignments. If you do not have any, you can use the link to create a new Preset Assignment.
Once you have chosen your preset assignment, select the Continue button.
Next you will need to verify that you want to make this assignment to the list of users that are shown.
If you chose a subscription, you will see an checkbox that you need to select in order to make the assignment. This is just to verify that you are making a subscription assignment and it can't be undone.
Select Confirm Assignment to have the preset assignments applied to your user accounts. This process will only take a few minutes. You will receive an email when the process is complete.
Using a Custom Assignment (and Rewnewing Expired Subscription)
Using a Custom Assignment (and Rewnewing Expired Subscription)
If you want to do a custom assignment, scroll down to the bottom of the screen to the Custom Assignment section.
The first thing you need to do is choose if you want to make a re-assignment or renew a subscription. This option may not be available to your organization. Please read the notice at the top of this article to learn more
Use the drop-down to choose a product from the list.
When you have your product selected, select Add Product.
This will bring up the assignment options. Choose which edition you would like to assign. Not all organizations have access to both editions and will bypass this screen.
Next, choose if you want to use the Subscription or Assign Manually. If you choose the subscription, you will have some options to customize the assignment.
If you choose to Assign Manually, you can pick and choose the units you would like to assign to your users.
Once you have your options selected, you can add another product to the assignment. Pick a product and go through the same process.
When you are done choosing products, select Continue.
Next you will need to verify that you want to make this assignment to the list of users that are shown.
If you used the subscription you will see an checkbox that you need to select in order to make the assignment. This is just to verify that you are making a subscription assignment and it cant be undone.
Select Confirm Assignment to have the assignments applied to your user accounts. This process will only take a few minutes. You will receive an email when the process is complete.
