Smart Groups - Bulk Edit Users

If you're using Smart Groups and want to update several User profiles with Attributes at once, you can use the Bulk Edit feature.

How to: 

1. Create Your Attributes

Before actually being able to edit Attributes, they must first be created. To create Attributes, read this article.

2. Download the Bulk Edit Spreadsheet

To edit a large quantity of User profiles, you need to use a spreadsheet available to you in your Officevibe account. To locate this file, you will need to access the Manage - Users section and click on the Bulk Edit Users button in the top right-hand corner of the screen. 

Note: This Bulk Edit Users option is only available to Admins of the account.

Once you've done that, you'll want to click on the blue Download Excel File button and fill out the spreadsheet according to the changes you want to make. 

Note: If there's a User profile you don't wish to update, simply keep it as is, without deleting any of the rows or columns. This will ensure no unnecessary changes are made. If an employee should be removed, you can delete the entire row and if one should be added, simply add a new row to the spreadsheet.

3. Upload Updated Bulk Edit Spreadsheet

As you can see in the image included above, you can either drag and drop the file into the App or manually upload it by clicking on the blue Browse Manually link. When the upload is completed, you can click on Import & Update Users. All profiles will be updated instantaneously. 

You are then ready to create a Smart Group based on these Attributes. For more on how to create a Smart Group, consult this article.