When people change names, roles, or email domains, their accounts need to keep up, and filing a Support ticket for each one slows you down. As a Company Administrator, you can update usernames and email addresses yourself. Download a template, enter the changes, and update many users in a single upload.

See how it works

Key features

• Update usernames and email addresses yourself, without a Support ticket
• Update multiple users at once with a single .csv upload
• Update a username, an email address, or both
• Download an error report to fix and re-upload any rows that fail

You need this to succeed

Permissions: Company Administrator

The quick way

1. Go to Administration > Users > Manage Users.
2. Click Request Bulk Update and select Emails/Usernames.
3. Click Download template, complete the .csv, then click Upload .csv.

Do this step by step

1. Go to the Administration menu.
2. Select Users from the left side Settings menu.
3. Select Manage Users from the drop-down menu.
4. Click the Request Bulk Update button.
5. Select Emails/Usernames from the drop-down menu.
6. Click the Download template button to download the .csv file.
7. Complete the required fields by entering the current usernames of the users you want to update in the CurrentUsername field.
   • To update only a username or an email address, complete the CurrentUsername field and then complete the NewUsername or NewEmailAddress field, respectively.
8. To update the user's username, enter the new username in the NewUsername field.
9. To update the user's email address, enter the new email address in the NewEmailAddress field.
10. When you finish entering the information, upload the completed .csv by clicking the Upload .csv button.
11. If you filled out the .csv correctly, the users are updated and a confirmation message appears.
12. If the file contains errors, the following error message appears after you upload the .csv file.
13. Click the Download error file button to download an error report that outlines the errors in the file. Fix the errors according to the report and re-upload.

Note: The form processes inactive users and each username may only be used once.