Update Existing Members on Add Users Page — Admins

Release date 22 April

This release gives all academy admins the ability to update existing academy members using the tools found on the Add Users page — either the form or the downloadable template. This release opens the functionality to admins only, but other system roles will follow.

Previously, when an admin added information into the Add Member page to a member who already existed in the academy, an error appeared and they were unable to proceed. With this release, admins will only be warned that the changes will affect existing members.

When adding an email or username that matches an individual already in the academy, their first and last name will automatically be filled in, and become unaccessible. Any current information associated with the user will also be added to the form. Fields can be edited according to the guidelines outlined below.

When saving, then, a notification will appear to confirm that some individuals will only be adjusted.

classic - submit saved rows.jpg

Please note the following:

  • When assigning existing users to above units and units, admins will only be able to add and not remove. If the unit field is left blank, for example, the units of which the member is a part will remain the same.
  • When adjusting custom fields, admins will only be able to set or change the values of custom fields, not remove values from them.
  • When adding an existing user, the First name, Last name, Password, Username, Email, External ID fields will be disabled and NOT be editable; user identifying information is not able to be updated through the Add Users page.
  • Admins will not be able to remove or update the values of the Username or Email, as the user is verified through their email or username. 
  • When adding a job, the original job(s) must be included; any job not listed in the upload will be removed.
  • Admins will need to adjust email, username, first name, last name, external ID, and preferred language by editing their information directly.
  • When adding a user that has a role (system or custom) the Roles fields will be disabled. Roles will be available when editing the user directly.
  • When adding a user that has a preferred language, the set language will appear as preselected in the grid. However, the language cannot not be updated on the Add User page.
  • The super admin of the academy cannot be updated via the Add Users page.

Related Articles

Adding Members to Your Academy

Manage Members Options

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