Bulk Learner Assignment

The Bulk Learner Assignment feature allows an LMS Admin to assign Learning Roles and Access Codes to large groups of Learners in bulk.

To access Bulk Learner 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 Roles tab.
  • Click on Bulk Learner Assignment.

The Bulk Learner Assignment panel will display.

For the CSV File option;

  • Learner Source: Select the button for CSV File.
  • CSV File: (Sample .csv file attached at the end of this article). This will be 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; Roles (optional); and Access Codes (optional). Each row for each User Name can include Roles (a semicolon separated list of Role names) and Access Codes (a semicolon separated list of Access Codes). In addition, Roles to assign and Access Codes from the web-form will be added to each User. If choosing to use this option, click Browse to locate and select the proper .csv file.
  • Access Codes: Provide a comma separated list of Access Codes to assign (Optional).
  • Notify Learners: Check this box to notify Learners of their new Learning Role assignments.
  • Dates: Override Learning Role Dates. In some cases an LMS Admin may have opted for a given Learning Role to not become active until a specific future date. Checking the box to Override Learning Role Dates will assign the Role immediately, though the Role will not become active until the future activation date. In almost all cases it is recommended to check box to override dates. 
  • Click the Submit button to bulk assign.

Once the operation is complete, a message will display showing the details of the Bulk Assignment just performed.


For the Roles option;

  • Learner Source: Select button for Roles.
  • All Roles: Click box to include all Roles.
  • Learning Roles: Check the box next to the specific Learning Roles you desire to supplement with additional and concurrent Roles.
  • Learning Roles to assign: Check the box next to the specific Learning Roles which will be bulk assigned to the Learning Roles which were selected above.


For the Teams option;

  • Learner Source: Select button for Teams.
  • All Team Members: check this box to include all active team members. Leave it unchecked to select specific Teams.
  • Access Codes: Provide a Comma Separated list of Access Codes to assign. (Optional)
  • Notify Learners: Check this box to notify Learners of their new Learning Role assignments.
  • Dates: Override Learning Role Dates. In some cases an LMS Admin may have opted for a given Learning Role to not become active until a specific future date. Checking the box to Override Learning Role Dates will assign the Role immediately, though the Role will not become active until the future activation date. In almost all cases it is recommended to check box to override dates. 
  • Click the Submit button to bulk assign.

Once the operation is complete, a message will display showing the details of the Bulk Assignment just performed.

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