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Roster Management - Importing Users

Importing New Users

From the Learning Management Portal Home Page

Importing New Users

  • Click "Users" from the navigation menu. (Login if prompted.)
  • Click "Bulk manage users".
  • Click "Download a template" to download the import spreadsheet template.  This template must be used to upload a list of new users.
  • Update the spreadsheet with the new users.  Fields marked by an asterisk (*) are required. 
  • Save the spreadsheet.
  • The default required fields are (other fields may be marked as required by the enterprise):
    • First Name
    • Last Name
    • Employee ID (this must be unique for all users in the enterprise)
    • Profession (see the list of available professions and the allowable abbreviations below) 
  • In "Step 1: Choose your action", ensure that "Add/Edit all users in this file" is selected.
  • In "Step 2: Choose your file", click "Choose file" and select the spreadsheet saved above.
  • Click "Import".

Import users

  • A message will display stating your roster import is in progress.  
  • Check the status of the import by clicking "Reports" from the navigation menu.
  • Click the "Bulk user import activity" report.
  • Click "Run report".  A list of imported files will display.
  • Click on the file that was just imported to view the status of the import.