Bulk user actions: Difference between revisions

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{{Accounts}}
{{Accounts}}
Location: ''Administration > Users > Accounts > Bulk user actions''
The bulk user actions feature in ''Administration > Site administration > Users > Accounts > Bulk user actions'' enables administrators to select users by creating a filter and then perform any of the following actions:
 
This feature enables administrators to select users by creating a filter and then perform any of the following actions:


*Confirm user accounts created through [[Email-based self-registration]] which are not yet confirmed by the user
*Confirm user accounts created through [[Email-based self-registration]] which are not yet confirmed by the user
*Send a message (requires site-wide [[Messaging]] to be enabled in ''Administration > Security > [[Site policies]]'')
*Send a message (requires [[Messaging]] to be enabled)
*Delete user accounts
*Delete user accounts
*Display a list of users on a page
*Display a list of users on a page
*Download user data in text, ODS or Excel file format
*Download user data in text, ODS or Excel file format
*Force users to change their passwords  
*Force users to change their passwords  
*Add users to a [[Cohorts|cohort]]


==To perform a bulk user action==
==To perform a bulk user action==


*Click ''Show Advanced'' to create a filter.
*If you know them, choose your users from the available list or else click 'Show more' to reveal more filter options.
*Users can be filtered according to full name, surname, first name, email address, city/town, country, confirmed, first access, last access, last login, username, authentication.
 
Frequently used filters may be selected in 'Default user filters' (userfiltersdefault) (in Site administration / Users / Accounts / User management) for them to be shown on the 'Bulk user actions' page and not hidden in 'Show more'.  
*Users can be filtered according to full name, surname, first name, email address, city/town, country, confirmed, first access, last access, last login, username, authentication. (Screenshot 1 below)
*If you have set a custom profile field, this is available too from the "Profile" dropdown box (Screenshot 2 below)
*Select users from the list.
*Select users from the list.
*Choose an action from the dropdown menu.
*Choose an action from the dropdown menu (Screenshot 3 below)
*Click the ''Add filter'' button.
*Click the ''Add filter'' button.
[[File:Bulkuserfilter.png]]
*Select in the  box on the left those users you require and move them to  the box on the right.
*Select in the  box on the left those users you require and move them to  the box on the right.
*From the dropdown box ''With selected users'', choose the action you wish to perform and then click ''Go''.
*From the dropdown box ''With selected users'', choose the action you wish to perform and then click ''Go''.


[[File:Bulkuser.png]]
{|
 
| [[File:Bulkuserfilter.png|thumb|(1)"Show advanced" ]]
| [[File:customfilter.png|thumb|(2)Filtering with custom profile fields]]
| [[File:Bulkuser.png|thumb|(3) Choosing a bulk user action]]
|}


==See also==
==See also==


*[[Student projects/User Management Improvements]]
*[http://youtube.com/watch?v=LOx8xG5GC_M Video demonstrating bulk user actions]
*[http://youtube.com/watch?v=LOx8xG5GC_M Video demonstrating bulk user actions]
[[Category:Administrator]]


[[fr:Actions en lots sur les utilisateurs]]
[[fr:Actions en lots sur les utilisateurs]]
[[ja:バルクユーザ処理]]
[[ja:バルクユーザ処理]]
[[de:Nutzerverwaltung (Bulk)]]
[[es:Acciones masivas con usuarios]]

Latest revision as of 13:23, 22 May 2020

The bulk user actions feature in Administration > Site administration > Users > Accounts > Bulk user actions enables administrators to select users by creating a filter and then perform any of the following actions:

  • Confirm user accounts created through Email-based self-registration which are not yet confirmed by the user
  • Send a message (requires Messaging to be enabled)
  • Delete user accounts
  • Display a list of users on a page
  • Download user data in text, ODS or Excel file format
  • Force users to change their passwords
  • Add users to a cohort

To perform a bulk user action

  • If you know them, choose your users from the available list or else click 'Show more' to reveal more filter options.

Frequently used filters may be selected in 'Default user filters' (userfiltersdefault) (in Site administration / Users / Accounts / User management) for them to be shown on the 'Bulk user actions' page and not hidden in 'Show more'.

  • Users can be filtered according to full name, surname, first name, email address, city/town, country, confirmed, first access, last access, last login, username, authentication. (Screenshot 1 below)
  • If you have set a custom profile field, this is available too from the "Profile" dropdown box (Screenshot 2 below)
  • Select users from the list.
  • Choose an action from the dropdown menu (Screenshot 3 below)
  • Click the Add filter button.
  • Select in the box on the left those users you require and move them to the box on the right.
  • From the dropdown box With selected users, choose the action you wish to perform and then click Go.
(1)"Show advanced"
(2)Filtering with custom profile fields
(3) Choosing a bulk user action

See also