Adding users to a group in bulk

When you have created a new group, you can add new users to it in bulk.

1) Put the user details in a spreadsheet like the one below.

It must contain:

  • A first row to indicate the name of the columns - Employee ID, Lastname, Firstname. Please note this row is mandatory and is not case-sensitive.
  • User data for each user you would like to be included in the Group.

If you are using passwords on the system, new users will be allocated the default password (e.g.'training'). Users who have already changed their password will keep their personal password.

Note: If you'd like to see who the current users are in the group - click on the 'View current CSV file' link.

2) Save the file as a .csv file:

  • In Excel, open the File menu and select 'Save As..'
  • Select 'Save as type: CSV (Comma delimited)(*.csv)'.

3) On the Group details section of the Group Search & Edit screen, browse to the saved file, then click either Add to group or Replace group:

  • Add to group- new users will be added to the system and assigned to the Group. If the list includes users who are already assigned to the group, these entries will be ignored.
  • Replace group- existing members of the group who are NOT present in the spreadsheet will be unassigned from the Group.

4) To send an automatic email to the members of the Group, with their login details and titles of the course assigned to them, check the 'E-mail account details' box and click 'Update'.

Breeio version 9.1.3