Edit Multiple Users Using A Quick List
Learn how to edit multiple users using a Quick List.
If there is a list of users that need to be edited who fall into several Categories, Labels, or Locations, then Quick Lists are the preferred option to bulk edit. Quick Lists allow administrators to upload a roster of specific users to later reference in creating assignments, viewing reports, and managing users.
- Create a Quick List with the users you want to update
- Go to Users > Manage Users and click the See All Filters button found above the table of users
- Click to expand the Quick List section to see all your Quick Lists
- Check the box for the Quick List you just created containing the emails of users to edit, then click Apply Filters
- Select all users by checking the box in the table header that appears to the left of First Name
- Select an available action above the table to set the Category/Filter or Location or Deactivate/Reactivate users.
- Set Category
- To add or update Labels on the selected users, pick a Category first and then choose the specific Label to override the existing data.
- Alternatively, you can check the box at the bottom to remove the Label completely from the selected users.
- Set Location
- This will prompt a menu to appear listing all the Locations in your account. Pick one to change all selected users to that Location.
- Deactivate
- This action will change a user’s status to Deactivated and they will no longer be able to access their account on Foundry or complete any courses assigned.
- It will not permanently erase the user’s profile for compliance purposes.
- The user will not appear in any administrator reports or metrics.
- Reactivate
- This action will return any Deactivated users Active.
- Users will be able to log into their account and access any courses assigned.
- If an assignment is still active when the user was Deactivated, then the user will be able to continue their progress in that same assignment.
Note: It is important to note that there may be other teams and departments at your organization using the same Foundry account that you may not see depending on your administrator capabilities. Be sure to consult or take note of other teams sharing your account and learners.