Need to modify a number of Users fast? It's easy with a .csv!
Note: Only Sesimi Administrators can Update Team and Data Records for Users in Bulk.
If you want to update the Team and Data Records for a number of Users in one single pass, then the best way is to do that via changes to a .csv file, using Sesimi's Bulk actions feature.
Note: this feature is limited ONLY to the following User fields:
Teams
Data Records.
Here's how you do it:
First of all, you need to download a .csv file of the User list, so you can make the relevant changes. Click on your profile icon (top right) and select Settings.
Select the Users tab.
Click the drop down menu Bulk actions, select Download .csv. This will download the .csv file of all Users straight to your computer.
When you open this .csv file, you are ONLY able to change the following fields:
Teams
Data records.
Note: Once you have made your changes, you must delete the following columns before you upload your updated csv file:
• First name
• Last name
• Email
• SSO
So the .csv file you upload will only have three columns:
• ID
• Teams
• Data records
After you have made your changes, save your .csv file, then return to the Users tab of the Organisation Settings window in Sesimi. Click the drop down menu Bulk actions, select Upload .csv and this will trigger a window asking you to select your modified file.
Once uploaded, Sesimi will then apply your new data against the Users you selected in the .csv file.
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