In this article, we'll explain how to utilise the 'Batch Edit' feature for managing Group member records efficiently. This feature comes in handy when you have to manually update numerous Users within a Group, streamlining administrative tasks.
Examples of changes that can be achieved through this include altering the LMS role for all Group members or assigning a budget authoriser to the members of the Group.
Steps to 'Batch Edit' a Group
- Browse to the 'Group' area of Learn admin:
- Select the 'Group' to be edited. Use the Search fields to refine the list or scroll down the list to find the required Group:
- Select 'Members' from the administration menu:
- Select 'Batch Edit':
- Select the changes you'd like to make to all group members:
- Select 'Submit' to save the changes
Information for each Group member will now reflect the changes that were selected and submitted.
Ask the Community🤝
Want to connect with peers and hear how they manage Users and people-data? Our customer Community is a great place to get quick, relatable advice - so jump in, ask your question, and learn from the wider customer Community.
Get deeper learning in The Academy🎓
The Academy provides structured learning paths you can follow at your own pace, along with live events where you can connect with the Kallidus team and fellow learners. Get the big picture of people-data and Learn LMS:
- Big picture: data - see how people-data is added and managed in Learn LMS
- Big Picture: people - see how Users are added and managed in Learn LMS
Don't have your account yet? Contact the Customer Support Team to activate your free account.