After your Upgrade - how to bulk edit users

Scroll down for a quick and easy demo.

After your Upgrade this is how to edit users in bulk using a spreadsheet:

• To get started, click on "Users".
• Click the (…) to open the menu.
• Select from the dropdown “Download User Data” to then make edits in that file.
• Click on "Download user data" and then open the spreadsheet file from your device.
• Columns B onwards on the spreadsheet contain data that CAN be edited.
• "User ID" in column A CANNOT be edited - please ensure the User ID data remains the same or the upload will not work.
• Edit the data required and once done, save the changes to the document and close it.

• Go back to Atlas and click on "Users".

• After that, click the menu (…).
• Then, click on "Import user data".
• Click on "Select a file to import" and choose the file you just edited from your device.
• The update can take several minutes to complete. If it is taking too long, try refreshing the page.
• Once the update is over, you will see a confirmation message “xx users were successfully edited”.

For successful data editing please note the following:

• It's important to keep spreadsheet rows 1 & 2 in tact.
• It's important to keep spreadsheet User ID column A in tact.
• You can delete the rows in the spreadsheet for the users that do require an edit, this will not affect their account.
• If you encounter any errors with your upload, the system will flag these in red and you will have the opportunity to make edits on the screen and then complete the process.
• If you see that 'Email/Username is already in use' and they are not a learner on your account, Raise a Ticket with Support team for assistance.

Select the arrow to watch a quick demo:

FAQs

If you can't create a new user because the system flags the email or username as the one that is already in use, it means that this email or username is already in use within the Atlas system. This doesn’t necessarily mean it’s associated with your company, but rather that the email or username is linked to another product or company within Atlas.

If the issue is with an email, there are few options:

1:

Confirm email usage and request to free it up by asking the user to confirm if they’ve used this email with any other company or product in the Atlas system (iHasco, uCheck, Smas, etc.) If they have, they will need to contact that company and request to free up their email by:

• Deleting their profile from the company’s account, or
• Changing the email address to a username in their account.

2:

Ask your new user to provide or create a new email address that will not have been used on the Atlas system.

Some email providers allow an email alias as an alternate email address that forwards messages to the primary email account.

3:

Use a username for login instead of an email to cut down on the time spent communicating with the user and the other company, you can set up the user with a username login, instead of the email address, however they will not receive automated emails. 

If the issue is with a username, try adding numbers at the end of the username. For example, instead of Alex.Smith, try Alex.Smith2