Bulk User Actions

Applicable to Administrators

On the Admin Portal, you can add, update, and delete multiple users at a time using an Excel or CSV file.

Adding Users

On the Admin Portal, you can add multiple users at a time using a sample Excel file. To import users:

Log in to the admin portal as an administrator.
Click the User Management tab.
Click Bulk Actions > Add Users.
The Add Users from File pop-up appears.
In the Service Level drop-down, select the service level of the users that you want to add.
(Optional) If you are importing users for the first time, click Download Sample File. A sample Excel file is downloaded. Based on the service level selected, the columns in the sample file varies. For information on the columns in the sample file, see Sample Excel File.
Click Choose File and select the Excel file with user details.
Important
You can import a maximum of 2500 users from one Excel file.
Click Open to upload the file. A summary with the number of users identified in the file is displayed.
Note
If the number of users in the Excel file exceeds 2500, an error message is displayed. Split the file into smaller batches with a maximum of 2500 users in each file and retry.
If you upload the wrong excel file or an empty file, the following error message is displayed:
Click Add.
A progress bar appears displaying the number of users imported and the estimated time remaining for the rest to be imported.
Note
You can continue working as users are imported.
If you try to log out or close the browser before all users are imported, a warning message is displayed.

After all users are imported from the Excel file, a summary with the status of the import is displayed.

The users are imported to the admin portal and displayed in the User Management page.

If the Excel file contains issues with user details, the affected users are not imported. Instead, a pop-up appears on the admin portal, allowing administrators to review the errors in the file. Only correctly formatted entries are processed, while those with errors are excluded. To proceed, review the error messages and correct the details before reattempting the import.

Open the errors file to view the error. The Errors column in the file displays the errors (if any) against each user.

Note
You can import users only from one file at a time. If you try to import users from a second file while an import is in progress, the message "Please wait until the current action is complete before starting a new action" is displayed.

Sample Excel File

Based on the service level selected, the Excel file has the following columns:

Pro User

Name	Description	Mandatory Field	Additional Information
First Name	Indicates the user's first name.	Yes
Last Name	Indicates the user's last name.	No
Login	Indicates the login name of the user.	Yes
Password	Indicates the password of the user.	Yes	The password is automatically populated and can be modified. If you modify the password, ensure that the password complies to the following rules: Contains minimum 8 characters. Contains maximum 20 characters. Has three of the following four items: Uppercase letters Lowercase letters Numbers Special characters. (" ' and , are not allowed.)
Mobile Phone	Indicates the user's mobile phone number.	Yes	The mobile number is in the format country code followed by the phone number. Select the country code from the drop-down list. Enter the phone number as consecutive numbers including the area code and local phone number. For example, if the user is in the US region: Select the country code +1 from the drop-down list. Enter the phone number as 7744607042, where 774 is the area code and 4607042 is the phone number.
Email Address	Indicates the email address of the user.	No	Email address is not mandatory. However, email address is the primary parameter to distinguish users.
Unique Customer Code	Indicates the distinct tag assigned to a user that allows easy identification and filtering capabilities.	No	The Unique Customer Code is an alphanumeric code.
UDID	Indicates the UDID of the user.	No

Sub Manager

Name	Description	Mandatory Field	Additional Information
First Name	Indicates the sub-manager's first name.	Yes
Last Name	Indicates the sub-manager's last name.	No
Username	Indicates the username with which the sub-manager logs in to the Admin portal.	Yes	The username is automatically populated after you enter the mobile number and can be modified. If you modify the username: The username can contain letters, numbers, and the special characters ".", "-", and "_". The username must contain minimum 4 characters.
Password	Indicates the password with which the sub-manager logs in to the Admin portal.	Yes	The password is automatically populated and can be modified. If you modify the password, ensure that the password complies to the following rules: Contains minimum 8 characters. Contains maximum 20 characters. Has three of the following four items: Uppercase letters Lowercase letters Numbers Special characters. (" ' and , are not allowed.)
Email Address	Indicates the sub-manager's email address.	Yes	The email address must belong to the domain of the company. Email address is the primary parameter to distinguish users.
Company	Indicates the organization's name to which the sub-manager belongs to	Yes

Sub User

Name	Description	Mandatory Field	Additional Information
First Name	Indicates the sub-user's first name.	Yes
Last Name	Indicates the sub-user's last name.	No
Username	Indicates the sub user's username.	Yes	The username is automatically populated after you enter the mobile number and can be modified. If you modify the username: The username can contain letters, numbers, and the special characters ".", "-", and "_". The username must contain minimum 4 characters.
Password	Indicates the sub user's password.	Yes	The password is automatically populated and can be modified. If you modify the password, ensure that the password complies to the following rules: Contains minimum 8 characters. Contains maximum 20 characters. Has three of the following four items: Uppercase letters Lowercase letters Numbers Special characters. (" ' and , are not allowed.)
Email	Indicates the email address with which the sub user logs in to WebChat.	Yes	The email address must belong to the domain of the company. Email address is the primary parameter to distinguish users.
Main User Email Address	Indicates the email address of the main user under whom the sub user is created.	Yes	The main user's email address is required to connect the sub user with the main user. The main user can be a pro manager, sub manager, pro user, or pro user who is also a sub manager.

Updating Users

You can bulk update users to modify the first name, last name, and email addresses of multiple users simultaneously.

To update users:

Log in to the admin portal as an administrator.
Click the User Management tab.
Click Bulk Actions > Update Users.
The Update Users from File pop-up appears.
Click Download Sample File. A sample Excel file is downloaded. The file to update user information has the following fields:
- username: The username entered in the file must match the existing accounts.
- firstname, lastname, and email: These fields can be modified. For more information on removing email addresses in bulk, see Removing Email Addresses in Bulk.
Click Choose File and select the Excel file with user details to update.
Important
You can import a maximum of 2500 users from one Excel file.
Click Open to upload the file. A summary with the number of users identified in the file is displayed.
Note
If you upload the wrong excel file or an empty file, the following error message is displayed.
If you upload a file that exceeds 2500 entries, an error message is displayed. Split the file into smaller batches with a maximum of 2500 users in each file and retry.
Click Update.
A progress bar appears, showing the number of users updated and the estimated time Remaining for the rest of the updates to complete.

Note
If you attempt to perform any other bulk action while the progress bar is active, the following error message is displayed:

After all users to be updated are imported from the Excel file, a summary with the status of the import is displayed.

The users are updated and displayed in the User Management page.
If the Excel file contains issues with the entered user details, the affected users are not processed. Instead, a pop-up appears on the admin portal, providing an option to review the errors in the file.

Clearing Email Addresses in Bulk

You can remove email addresses in bulk by entering [CLEAR] (not case-sensitive) in the Email column of the update file. By using [CLEAR], you can efficiently clear email addresses without manually editing each user profile. [CLEAR] is case-insensitive, clear, Clear, or CLEAR all work the same way.

When [CLEAR] is entered in the Email Address column of the update file, the existing email address is removed and the field is left empty. Other user details in the same row are updated as usual.
If the Email Address column is left empty (without [CLEAR]), the current email address of the user is retained.
If a row contains both [CLEAR] and other valid updates (for example, First Name, Last Name), only the email address is cleared, while other details are updated.
[CLEAR] cannot be used in any other column. If [CLEAR] is used in a column other than Email, the following error is displayed:
If [CLEAR] is combined with an invalid email format (for example, [CLEAR]test@example.com), the following error is displayed:

Deleting Users

You can delete multiple users simultaneously using the Delete Users option under Bulk Actions.

To delete users:

Log in to the admin portal as an administrator.
Click the User Management tab.
Click Bulk Actions > Delete Users.
The Delete Users from File pop-up appears.
Click Download Sample File. A sample Excel file is downloaded. The file to delete users has the username field. The username entered in the file must match the existing accounts.
Enter the usernames to be deleted in the excel file and save it.
Click Choose File and select the Excel file with user details to delete.
Click Open to upload the file. A summary with the number of users identified in the file is displayed.
Note
If you upload the wrong excel file or an empty file, the following error message is displayed.
If you upload a file that exceeds 2500 entries, an error message is displayed. Split the file into smaller batches with a maximum of 2500 users in each file and retry.
Click Delete.
A progress bar appears, showing the number of users updated and the estimated time remaining for the rest of the updates to complete.

Note
If you attempt to perform any other bulk action while the progress bar is active, the following error message is displayed:

After all users are deleted from the Excel file, a summary with the status of delete is displayed.

The users are deleted from the User Management page.

If the Excel file contains issues with the entered user details, the affected users are not processed. Instead, a pop-up appears on the admin portal, allowing administrators to review the errors in the file.