Update Existing Members on Add Users Page — Admins

Release date 15 April

This release gives all academy admins the ability to update existing academy members using the tools found on the Add Users page — either the form or the downloadable template. This release opens the functionality to admins only, but other system roles will follow.

Previously, when an admin added information into the Add Member page to a member who already existed in the academy, an error appeared and they were unable to proceed. With this release, admins will only be warned that the changes will affect existing members.

When adding an email or username that matches an individual already in the academy, their first and last name will automatically be filled in, and become unaccessible. Any current information associated with the user will also be added to the form. Fields can be edited according to the guidelines outlined below.

A warning will also appear at the beginning of the row; hovering over the warning will let you know that the individual already exists in the academy, and that you can only adjust their information.

 

This warning symbol especially helps when uploading multiple users via the template, as you can distinguish those individuals from additions.

 

When saving, then, a notification will appear to confirm that some individuals will only be adjusted.

Please note the following:

  • When assigning existing users to above units and units, admins will only be able to add and not remove. If the unit field is left blank, for example, the units of which the member is a part will remain the same.
  • When assigning system roles, admins will be able to set the system role value using YES and NO. YES will add the role, NO will remove the role.
  • When adjusting custom fields, admins will only be able to set or change the values of custom fields, not remove values from them.
  • Admins will not be able to remove or update the values of the Username, Email or Custom Field fields, as the user is verified through their email or username. They will need to, instead, adjust those fields by editing their information directly.

Related Articles

Adding Members to Your Academy

Manage Members Options

 

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