How to bulk edit users

The quickest way to edit a lot of user information is to download and update the User Data file (an .xlsx file available for download from your Admin Atlas account) and then importing this file back into the system. 

Below are step-by-step instructions for downloading, updating, and importing the User Data file.

TABLE OF CONTENTS

A step-by-step guide (video)

A step-by-step guide (text)

Step 1: Download an .xslx file with user data

Step 2: Update status of users in the downloaded file

Step 3: Import your user data into Atlas

FAQ

1. What data can be edited?

2. What data should not be edited?

3. While making edits in the User Data file, can I add new users there as well?

4. I get "We found errors" message after I imported the template, what should I do?

5. I get "Email/username is already in use" error, but I don’t see a user with these credentials in our system. What should I do? 

A step-by-step guide (video)

A step-by-step guide (text)

Step 1: Download an .xslx file with user data

1. Go to your Admin Atlas page.
2. Click Users from the left-side menu to open the Users page.
3. Click the three-dot button {…} on the right to show the menu and select Download User Data.
4. In the new window read the instructions an click Download User Data. The .xlsx file is now saved in your local downloads folder. 

Step 2: Update status of users in the downloaded file

1. Open the file in a spreadsheet application such as Microsoft Excel, Apple Numbers, or Google Sheets to begin editing.
2. Make necessary updates by following the instructions in the .xlsx file on how to update your data. 
3. Once finished, click "Save" and close the file.

Step 3: Import your user data into Atlas

1. Click Users on the left side menu pane to show the Users page.
2. Click the the three-dot button {...} to show the menu and select Import User Data.
3. Read the instructions, then click Select a file to import. 
4. Navigate to the .xlsx file you just populated with your user data, select the filename and click Open.
5. Once the update is completed, you will be notified about this on the screen.
6. Your file format and content are checked, and any errors are displays on the screen for you to correct.
7. Click Import data.

FAQ

1. What data can be edited?

First and last names, phone number, login method (has/no email), username, email, status, MFA, profile type, custom fields.

2. What data should not be edited?

User ID. This ID is autogenerated by the system and can't be changed. All other field can be edited.

3. While making edits in the User Data file, can I add new users there as well?

No, the system will not be able to recognise new information and will ask you to remove it. To add new users please use the New User Template.

4. I get "We found errors" message after I imported the template, what should I do?

This message means that some of the fields were filled out incorrectly. Fields that contain errors are highlighted in red. Hover over a highlighted field to display a hint explaining the error. 

You can edit your entries directly on this screen. Once corrected, fields will turn green. Then, click "Import Data" to complete the process.

If there are too many errors to edit manually in Atlas, you can go back to your New User Template Excel file, make the necessary changes, and re-upload it.

5. I get "Email/username is already in use" error, but I don’t see a user with these credentials in our system. What should I do? 

Please refer to this guide: "Email/username is already in use" error - what do I do?