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Bulk Change People

You can Bulk Change any users in KaiNexus from any people list in which you have the proper permissions to edit.

 

Where can I bulk change people?

You can bulk change people when looking at:

  • Any list of People in the People section People_section.png

  • Any People List Card

How can People be bulk changed?

NOTE: Only User Administrators can Bulk Change People.

If you have permission to edit the People with which you’re working with, you can bulk:

    • Change Persona(s)

    • Change User Type

    • Change Location(s)

      You can:
      • Add to existing

      • Replace all existing

    • Change Role(s)

      You can:
      • Add to existing

      • Remove from existing

      • Replace all existing

      • Clear all existing

    • Change Default Board

    • Change Badge(s)

      You can:
      • Add to existing

      • Remove from existing

      • Replace all existing

      • Clear all existing

    • Send Activation Email

    • Update Single Sign-on Bypassed

    • Change Digest Days

    • Change Subscription Days

    • Change Digest/Subscription Time

    • Turn Email On/Off

NOTE: If you select any People that you do not have permission to edit and attempt to Bulk Change them, those People will be unchanged by your actions.

How do I bulk change People?

Whether you’re working within the People section People_section.png or working with a People List Card on one of your Boards, you can Bulk Change those people by:

  • Click the Ellipses.png in the top right corner of the People List.

  • In the resulting drop-down menu, click BulkChangeListButton.png.

BulkChangePeople.jpg

Along the left-hand side of the People List, a checkbox will appear next to each person. Check the boxes next to each person with which you want to make the change, then click the Bulk_change_blue_icon.png at the top left-hand corner of the People List.

 

Based on your system permissions, in the resulting drop-down menu, you will get the following options:

    • Change Persona(s)
    • Change User Type

    • Change Location(s)

    • Change Role(s)

    • Change Badge(s) (Must have Badges module enabled)

    • Send Activation Email

    • Update Single Sign-on Bypassed (Must have SSO module enabled)

    • Change Digest Days

    • Change Subscription Days

    • Change Digest/Subscription Time

    • Turn Email On/Off

 

How do I Bulk Change Persona(s)?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Change_Personas.png.

BulkChangePersonas.jpg

In the resulting window:

  • In the “Select a new persona for the selected user(s)” field, select which Persona you would like to change the selected people to.

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangePersonaWindow.jpg

 

How do I Bulk Change User Type?

Follow the steps described above, then:

  • In the resulting drop-down menu, clickBulk_Change_User_Type.png.

BulkChangeUserType.jpg

In the resulting window:

  • In the “Select a new status for the selected user(s)” field, select which User Status you would like to change the select people to.

NOTE: If changing to Superuser or General User Type, Users will automatically be sent an Account Activation Email if they have not been activated before.

The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeUserTypeWindow.jpg

How do I Bulk Change Location(s)?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Change_Locations.png.

BulkchangeLocations.jpg

In the resulting window:

  • In the “Select the type of change” field, choose between:

    • Add to existing” - This option will add the specified Network Location(s) to the selected User(s) in addition to their pre-existing Network Location(s).

    • Replace all existing” - This option will replace the current Network Location(s) on the selected User(s) with the specified Network Location(s).

  • In the “Select the Location(s)” field, select which Network Location(s) you would like to add or remove to the selected User(s).

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeLocation_s_Window.jpg

How do I Bulk Change Role(s)?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Change_Roles.png.

BulkChangeRoles.jpg

In the resulting window:

  • In the “Select the type of change” field, choose between:

    • Add to existing” - This option will add the specified Role(s) to the selected User(s) in addition to their pre-existing Role(s).

    • "Remove from existing" -This option will remove the specified Role(s) from the selected User(s).

    • Replace all existing” - This option will replace the current Role(s) on the selected User(s) with the specified Role(s).

    • Clear all existing” - This option will clear out all of the current Role(s) so that there will be no Roles on the selected User(s).

  • In the “Select the role(s)” field, select which Role(s) you would like to add or remove to the selected User(s).

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeRole_s_Window.jpg

How do I Bulk Change Default Board?

Follow the steps described above, then:

  • In the resulting drop-down menu, clickBulk_Change_Default_Board.png.

BulkChangeDefaultBoard.jpg

In the resulting window:

  • In the “Choose Board” field, select which Board you would like to set as the Default Board for the selected User(s).

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeDefaultBoardWindow.jpg

 

How do I Bulk Change Badge(s)?

NOTE: This option will only be available to organizations that have enabled the Badges module.

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Change_Badges.png.

BulkChangeBadges.jpg

In the resulting window:

  • In the “Select the type of change” field, choose between:

    • Add to existing” - This option will add the specified Badge(s) to the selected User(s) in addition to their pre-existing Badge(s).

    • Remove from existing” - This option will remove the specified Badge(s) from the selected User(s).

    • Replace all existing” - This option will replace the current Badge(s) on the selected User(s) with the specified Badge(s).

    • Clear all existing” - This option will clear out all of the current Badge(s) so that there will be no Badges on the selected User(s).

  • In the “Badges” field, select which Badge(s) you would like to add or remove to the selected User(s).

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeBadge_s_Window.jpg

How do I Bulk Send Activation Email?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Send_Activation_Email.png.

BulkSendActivationEmail.jpg

In the resulting window:

NOTE: This will only send an activation email to selected users in Full Access status. 

The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Bulk_Send_Activation_Email__blue_.png.

BulkSendActivationEmailWindow.jpg

How do I Bulk Update Single Sign-on Bypassed?

NOTE: This option will only be available for organizations that have enabled the SSO module.

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Update_Single_Sign-on_bypassed.png.

BulkUpdateSingleSignOnBypassed.jpg

In the resulting window:

 

  • In the “Single Sign-on Bypassed” field, select either “True” or “False” to determine whether or not the selected User(s) need to be able to bypass their SSO.

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkUpdateSSOWindow.jpg

How do I Bulk Change Digest Days?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Change_Digest_Days.png.

BulkChangeDigestDays.jpg

In the resulting window:

 

  • Under “Choose Days of Week”, check the boxes next to the days in which you want the selected User(s) to receive their email digest.

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeDigestDaysWindow.jpg

How do I Bulk Change Subscription Days?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Change_Subsciption_Days.png.

BulkChangeSubscriptionDays.jpg

In the resulting window:

 

  • Under “Choose Days of Week”, check the boxes next to the days in which you want the selected User(s) to receive their email subscriptions.

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeSubscriptionDaysWindow.jpg

How do I Bulk Change Digest/Subscription Time?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Change_Digest_Subscription_Time.png.

BulkChangeDigest_SubscriptionTimes.jpg

In the resulting window:

 

  • Under “Email Time and Time Zone”, specify the time of day and the specific time zone to determine when the selected User(s) are to receive their email digest and subscriptions.

NOTE: The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkChangeDigestSubscriptionTimeWindow.jpg

How do I Bulk Turn Email On/Off?

Follow the steps described above, then:

  • In the resulting drop-down menu, click Bulk_Turn_Email_On_Off.png.

BulkTurnEmailOn_Off.jpg

In the resulting window:

 

  • Click either “On” or “Off” to determine whether or not the selected User(s) will receive email notifications from KaiNexus.

NOTE: Users with their Emails turned off will still receive Account Activation and Password Reset emails. 

 The number of People that are selected will be displayed in the window.

The change(s) you attempt to make will only affect the People that you have permission to edit.

  • When you’re ready, click Save.png.

BulkTurnEmailOnOff.jpg


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