Edition: All Editions

Audience: User Admin

Bulk Updating User Permissions: Step 2 - Download and Modify User File

This article explains how to download and modify the CSV file to bulk update user permissions. This is step 2 of the Bulk Updating User Permissions process. To return to the previous step, see Bulk Updating User Permissions: Step 1 - Backup All Users

Downloading the Users File

1. Go to Admin > Users.
2. Click the Bulk Update tab.
3. Apply any of the following filters, as needed:
   • Users
   • State
4. Download your current users file by clicking the Download button.
   
   
   • A CSV file will generate with the naming convention of “users-YYYY-MM-DD.csv". This file is used to add, delete, or modify records.
5. To add a user permission, populate the field in the appropriate column with Yes. This will place a check in the checkbox on the user profile. Populate the field in the appropriate column with No to uncheck the checkbox. Note: Leaving a cell blank will make no changes. The CSV also supports updating:
   • Dashboard Editing Abilities: Use this column to set the user's Dashboard editing permission:
     • NONE: No editing abilities
     • BASIC: Make layout changes to existing dashboards
     • FULL: Create dashboards from scratch
   
   

   • User Type: Use this column to manage user activation status in bulk.

   • Landing Page: Use this column to manage each user's landing page (limited by app permissions).

6. Once you've finished bulk modifying the users file, proceed to the next step: Bulk Updating User Permissions: Step 3 - Upload Modified Users File