Edit user details Updated October 25, 2024 13:10 Note: This article is about the new beta Admin App, which is still in development. Changes may occur. Please provide feedback directly in the beta app. The Users tab in the Admin App allows you to manage multiple users and view details about individuals. With advanced filtering options, you can quickly find the users you're looking for and make changes. You can also update a user's information or select a set of users and edit their details in bulk. See how it looks Key features Filter and sort users Bulk edit users You need this to succeed The beta Admin App enabled Feature availability depends on your subscription package Admin or Promoted Member with user management permissions Users in your organization The quick way Navigate to Users. Filter or search to find the users that need to be updated. Make the necessary changes and click Save. Do this step by step Filter and search for users Bulk edit users Edit a single user Export users Filter and search for users Use the search bar or filtering options to find the user you want to edit. The Users tab contains various filters to sort and filter your users, which can be helpful when managing large groups. To change which filters are visible, select the gear icon. Choose the filters which you want to be visible, then click Save. Depending on your package, you will have the option to filter your users by: Role: Choose to filter by User, Administrator, and/or Manager Property: Select to view users who are unable to receive push notifications, have pending invitations, have not received an invitation, have not logged in, and/or are promoted in a Division. License Type: Select Direct and/or Partner. Groups: Select one or more User Groups. Division: Select one or more Divisions. Experience: Filter by one or more Experiences to which the users are assigned. Direct Manager: Filter by users reporting to a Direct Manager. After filters are applied, you can turn them off by clicking the X next to each filter you want to deactivate. Sort the user columns by Name, Last Login, Content Updated, Role, or Date Created. You can also use the search bar to find a particular user. Back to Top Bulk edit users To edit your users in bulk, navigate to Users. In the User Library, select All Users, Active Users, or Deactivated Users. Check the boxes next to the users you want to edit. To edit all the users on the page, click the checkbox to the left of the Name column. Click Edit. To add the selected users to new groups, find and select the users from the dropdown menu. To remove the selected users from their assigned groups, select the groups from the dropdown menu. Expand the Details section to edit selected users' roles or license types. To change all selected users to a different role, check the Change Role box and select User, Administrator, or Manager. You will receive a warning message. Before proceeding, ensure you understand the impact of changing users' roles. Check the Change direct manager box, and choose a new direct manager for the selected users. To change the license type for the selected users, check the Change Product License box and choose the type of license you want them to have. You can also select Remove License from the dropdown menu. Before proceeding, ensure you understand the impact of changing users' licenses. Expand the Location section to bulk update the Language or Time Zone for the selected users. Expand the Status section to change the status of the selected users to Activated or Deactivated. Click Apply. Click Send invitations to resend invitations to pending users. Choose to resend pending invitations and/or send first invitations. The number in parentheses will alert you of how many users have pending invitations or never received one. Back to Top Edit a single user Select the user you'd like to edit. Their detail panel will appear on the right side. Click the pencil icon. Use the various fields to edit the user's Name, Last Name, Email, Language, Time Zone, Role, User Groups, Product Licenses, Direct Manager, and/or Status. Note: The user's confirmation is not required to edit their information. Apply the necessary changes, and then click Save. Below the editable details, you will see more information about the user. Assigned Experiences section is broken down into Experiences the user has been assigned to individually and Experiences they've been assigned to via groups. Note: To edit the Experiences assigned to users or groups, navigate to the Experience Builder in the Experiences section of the Libraries tab. If the user is Promoted in Divisions, you will see which Divisions. The Information section lets you see when the user was created and the date of their last log-in. In the Device section, you will see information about the user's devices, including whether they can receive notifications, their device model, operating system, and app version. Back to Top Export users If you want to export a file with a list of selected users, click the gear icon in the bottom right, then select Export to CSV or Export to XLS. The user list will download to your device. Note: Exporting to a spreadsheet gives you a license overview. Back to Top Learn how this feature works in the current Online Platform.