User Bulk Actions

This article reviews user bulk actions. It goes over how to use bulk actions to manage users, and which bulk actions are available for each user role.

Overview

User bulk actions allow you to select a group of users in your school and perform certain actions to that group of users. These actions include things like enrolling into a course, unenrolling from a course, emailing, or deleting users. Bulk actions can help you save time by enabling you to manage groups of users in your school in mass.

You can perform user bulk actions to all users in your school, or you can use the help of user filters to help you sort and group your users based on certain criteria.

The type of bulk actions available will vary based on the type of user you are performing the action on.

Selecting users and using bulk actions

To select a group of users in your school:

1. Navigate to your Users tab.
2. You can then select the Students, Admins, or Affiliates tab, depending on the user type you are looking for.
3. Use the checkboxes next to each user name to select users from the list.
   1. If you’d like to select all users on the page, use the checkbox at the top of the Name column. If there is more than one page of users, you will then have the option to select all users.

Once you have checked off all users, you can click the Bulk Actions drop down menu at the top of your users list to select a bulk action to perform. The type of bulk actions available will vary based on the user type you have selected.

Bulk actions for students

You can perform the following bulk actions on students:

• Enroll in Course - Selecting this action will open a popup box where you can choose a specific course from a dropdown menu. Please note that when you manually enroll existing students into another course, they will not receive an email notification for the new enrollment.
• Unenroll from Course - Selecting this action will open a popup box where you can choose a specific course from a dropdown menu.
• Email - Selecting this action will redirect you to the Compose Email area with the students preselected as the recipients.
• Delete - Selecting this action will open a popup window that will prompt you to confirm deletion of the selected students. Deleting students will also unenroll them from any products they've purchased.
• Add Tag to User(s) - Selecting this action will open a popup box where you will be prompted to choose a user tag to assign to the selected users.
• Remove Tag from User(s) - Selecting this action will open a popup box where you will be prompted to choose a user tag to unassign from the selected users.
• Add User(s) as Affiliates - Selecting this action will open a popup window that will prompt you to set commission rate for the affiliates and designate if the affiliates will be limited to a specific product.
• Issue Certificate - Selecting this action will open a popup box where you can select the certificate to send to your students. Please note that this option is only available on the Pro plan and up where a course has a certificate added. Learn more about certificates of completion for course products.

Performing actions on admins

Select the admins you want to email by clicking the check box next to their name.

An action bar will appear over the table headers with the options of:

• Email
• Delete

You can also perform actions on a single admin by clicking on the menu at the end of the row.

Email admins

Click "Email" in the action bar or in the row menu.

You will be taken to the Email > Compose page with the selected admins emails pre-filled.

Delete admins

Click "Delete" in the action bar or in the row menu.

A modal will appear asking you to type "DELETE USERS" before you are able to delete the selected user(s). Type "DELETE USERS" in the field and then click the button "Delete X user(s)" to delete the selected user(s)

Upon deletion you will see a confirmation message on the Admins page.

Learn more about Admins

Bulk actions for affiliates

You can perform the following bulk actions for affiliates:

• Email - Selecting this action will redirect you to the Compose Email area with the chosen users preselected as the recipients.
• Set Commission - Selecting this action will allow you to set a new default commission amount for selected affiliates.
• Delete - Selecting this action will open a popup window that will prompt you to confirm deletion of the selected users. Deleting users will also unenroll them from any products they've purchased.