To download the .CSV template to bulk upload users: Navigate to Admin > Users > Add Users > Import / Update Users. On the next screen select download the template:
First Name: First name of the user
Last Name: Last name of the user
Email: This is the identifier used to sign into Continu as well as for all Single Sign On users.
Role (Permissions): The role relates to the users permission level on Continu which needs to be allocated to each user record. These are the acceptable roles:
- User: Able to view, share, and like content and learning tracks.
- Admin: Full access to Continu. Can add and edit all content types, view analytics, create workshops, and manage users
- Creator: Can add content, workshops, external content, and learning tracks.
- External User (optional): Can only view content, workshops, and learning tracks that have been specifically segmented to them.
Job Title: Title of the user
Department Level 1, 2, 3: Departments can be separated within three levels. (Main Department, Sub Department & Sub-Sub Department) Note: At least one department is required and must be department 1 followed by 2 etc. There will be an error if there is a value in department 2 but 1 is empty.
Location Level 1, 2, 3: Locations can be separated within three levels. (For eg. Country, State, City) Note: At least one location is required. Same as department, enter values keeping hierarchy in order.
Team: Users can be assigned to one or more teams within the organization. To setup a user under multiple teams use the following example:
Team 1 | Team 2 | Team 3
Org Level: Users can be assigned according to their level within the organization. Alternatively, this field can be utilized as an additional segmentation option. (This can be a word or numerical value)
Grade: Users can be assigned according to their grade within the organization. Alternatively, this field can be utilized as an additional segmentation option. (This can be a word or numerical value)
Hired: Include Hired Dates for all users if possible. This will allow the ability to filter users based on if they are a new hire and assign content accordingly.
Is Collaborator: True or False value. Collaborators can edit content but require publishing approval.
Note: Admins and creators CAN NOT be collaborators.
Buddy Email: The email address of the user's buddy if utilizing the buddy system.
Manager Email: The email address of the user's manager (This will ensure all direct reports are listed in the Reports section for a manager)
Is Manager: This is a true or false value, if the user is a manager. (This will ensure My Reports is viewable for the user)
Provisioning Status: This will determine how a user is added or updated in Continu.
Provisioning Status Options
inviting: A user will receive an invite email to Continu. A password will be set up at registration.
provisioning: For companies utilizing Single Sign On to manage users a provisioning email will be sent. This email will direct them to their relevant identity manager.
inviting-muted: A user is added to Continu without an invite email triggered. This allows an Admin to add users and manually send invites at a later stage.
provisioning-muted: A user is added to Continu without a provisioning email sent. When a user enters Continu for the first time all pre-loaded information will be added to their profile.
reinviting: Remind pending users in bulk. All pending users on the list will receive a reminder invite email.
resetting: Reset passwords of users in bulk. All users on the list will have their passwords reset.
suspending: A user can be suspended from Continu at any time. This can be useful for contractors, external or casual user types.
unsuspending: If a user is currently suspended in Continu and needs to be reactivated you can un-suspend them at any time.