Update Users' Information via File Upload

Update users' information so that they have the correct access and are listed accurately in reports. This article covers how to update information for a single or multiple users via file upload.

Some user information can only be updated via certain methods, review the list below to identify which method is needed for what you want to achieve.

Only possible via Edit User: Email Address, Methodology Access, Company-Wide Admin Permissions.
Only possible via Edit User or File Upload: Title, Name.
Possible via any method (Edit User, File Upload, or Actions): Reports To, Functional Area, Region, Custom Fields.

Updates can be made to multiple users at once when using the File Upload or Actions methods. The Edit User method only updates a single user at-a-time.

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Applies to: Plus plans | Access Needed: Manage Users admin permissions

Learn More: Ascender® Plans & Permissions

Instructions

Only active users can be updated via upload.

Tip: Export a user list and then copy that information into the template. That way you know you’re starting with the correct emails and can see the field values those users currently have applied to them.

via Profile and Account Settings > Team Management > My Team

Select Invite/Change via Upload.
Select Template to download and fill in the template.
1. You can skip this step if you already have the latest template.
2. Skip to step 4 if you already have your template filled out.
Fill out your template with any values you wish to change and save it as an xlsx file.
1. The Email column is mandatory and must be an exact match for the user’s current email address in Ascender.
2. Any fields left blank will remain as is (will not update).
3. Individuals in the Reports To column (the user's manager) must be previously invited or in the upload file.
Select Upload and choose the filled in template.
You will be directed to a Review screen.
1. If there are any errors indicated:
  1. Select Download to download a copy of the file with the error details.
  2. Correct the errors in this sheet and then save your changes.
  3. Select Reupload and reupload the corrected file.
  4. You may need to repeat if not all errors were corrected the first time.
2. If/once all of the information is correct, you will be brought to a confirmation screen, where you can review your edits and then click Confirm to apply the changes.
You will be directed to a Complete screen that shows a summary of the updates that are being processed. Select Close to close the window and return to the My Team tab.

You will receive an email once these updates have finished processing.

Refer to the Troubleshoot Team Management: My Team (Users) article for help with upload errors.

Instructions

Update Users' Information via File Upload

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