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Available to User Managers or Admins |
In Batch User Create (referred to as BUC in the following), you can upload or modify the details of several users all at once.
The feature is broken down into steps to make the process easy to follow.
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| Continue or resume to a step with the blue Next and Previous buttons at the bottom of each tab. |
In BUC, you can either create a brand new user group or update an existing one.
Using a template
To import user details in BUC, you need to use a custom excel template that is available in Step 1.
a. Download an Empty template, in case you want to create a new group from scratch
Opening the spreadsheet, you will find that headers are already added. Each column corresponds to a 'personal information' field, also found in Groups & Users.
One row equals one user: 
First name, Last name, Password, and Email cells are mandatory for successful user import.
The system warns about missing mandatory details:
All other details are optional.
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Some details are defined by a number, e.g., in the Privilege (J) column, entering '8' creates a Learner, '4' creates an SP user. Scroll down to the bottom of the page for more codes. |
Once you are finished with entering user details, go to Step 2, select Create a new user account for each row and import the excel sheet.
b. Select an existing group from the Download template drop-down
From the drop-down, you can download the spreadsheet of any group you are allowed to select.
The spreadsheet has the same headers as an empty template; only, cells will contain user details retrieved from the system where fields were already filled out.
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The name of the excel file defines the group you modify in the system. To modify the same group you have started with, leave the name of your downloaded file unchanged. Otherwise, there will be an entirely new group created with duplicate users. |
You can modify any detail of a user in batch, except for email addresses.
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In case you modify the email address for a batch of existing users, the system will duplicate the existing users instead of modifying their email addresses. |
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| Dates entered in the template need to be in the following format: YYYY-MM-DD. (Applicable when entering SP details.) |
After saving, go to Step 2, select Update existing user account, and import the spreadsheet.
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If you select Create a new user account for each row here, the system will duplicate the users who were already in the User Manager. |
Overview (Step 3)
After uploading your template, you can review users in Step 3 to make sure you are adding or modifying user details the way you wanted to.
Most of the time, users will have either of the following icons displayed in their row:
Inserting new users
Updating existing users
Go back to Step 2 if you need to correct any details or click Finalize when you are ready.
Finally, Step 4 displays the summary of changes. Click Done to be redirected to Step 1 at BUC.
Upload photos
User profile pictures can also be uploaded along with user details.
1.Use an excel template retrieved from Step 1
2.Gather the photos you would like to upload in a .zip file.
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Include only .jpg photos in your .zip file. Uploading other file formats in BUC will not be successful. |
3. Enter the precise name of the photos to each user in the User Photo column (M) like Photo.jpg
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Make sure to enter the name of each file in the BUC spreadsheet exactly how the file is named in the .zip folder: paying attention to upper and lowercase letters. However, always enter the file format in lowercase letters for successful file upload. Some example spreadsheet entries: Correct: FILENAME.jpg, filename.jpg, FileName.jpg, FiLEnAme.jpg Incorrect: |
4. Save your spreadsheet and close it
5. Select all the photos and the spreadsheet and make a compressed folder (.zip format)
6. Go to Step 2, select either options, and import your .zip file
Codes for the BUC excel file
| Inactive (column A): | |
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| 0 (or none) | active |
| 1 | inactive |
| Privileges (column J): | |||||
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| 1 | Admin | 256 | Activity Manager | 512 | SRP |
| 4 | SP | 2048 | User Manager | 8192 | OEQS Data Entry |
| 8 | Learner | 4096 | Record Manager | 32768 | FON Data Entry |
| Race (column N): | |||
|---|---|---|---|
| 1 | white | 4 | Asian |
| 2 | black | 5 | other |
| 3 | Hispanic | ||
| Sex (column O): | |
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| 1 | male |
| 2 | female |
| Children (column P): | |||
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| 1 | no child | 3 | adopted |
| 2 | biological | 4 | foster |
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