Bulk Assign Learners to a Team

The feature of Bulk Team Assignment is used to assign numbers of Learners to a given Team at once in bulk.

To access Bulk Team Assignment;

  • Ensure the proper Active Team is selected; should there be more than one Active Team.
  • Click on the LMS Admin tab.
  • Click on the Teams tab.
  • Click on the Learners for the Team you wish to manage to open it's context menu.
  • Select Bulk Team Assignment.

A sample .CSV file can be found at the end of this article.

The Bulk Team Assignment window will display.

For the CSV File option:

  • Learner Source: Select button for CSV File.
  • CSV File: This a text file delimited by commas. The first row of the file must contain the column names. These column names can be present in any order, in any case: User Name; Teams (optional) and Access Codes (optional). Each row for each Username can include Teams (a semicolon separated list of Team names) and Access Codes (a semicolon separated list of Access Codes). Click Browse to locate and select the proper .csv file.
  • Assignment: Select button to either Add or Drop assignment. Add selected Learners to this Team Membership (and all parent Teams) or Drop the selected Learners from this Team Membership (and all child Teams).
  • Notify Learners: Check this box to notify Learners of their new Team assignments.
  • Click Submit to perform desired function. 


For Teams or Roles option:

  • Learner Source: Select button for Team or Roles.
  • All Team Members: Check box to include all Team members.
  • Learning Roles: Check box next to the desired Learning Roles you wish to assign to the Learners in bulk.
  • Learners: Click to un-hide search options to search for any desired Learners you wish to include.
  • Assignment: Select button to either Add or Drop assignment. Add selected Learners to this Team Membership (and all parent Teams) or Drop the selected Learners from this Team Membership (and all child Teams).
  • Notify Learners: Check this box to send an email notifying appropriate Learners of their new assignments.
  • Click Submit to perform desired function. 

Once the operation is complete an 'Assign Learner Membership Status' message will display, showing the details of the Bulk Team Assignment just performed.