This article provides Business Users with additional guidance for Bulk Upload Types, but only applies to those Business Users who have been assigned the 'Business User Management (Advanced)' permission. 

1. Adding New Users

When using the 'New Users' Bulk Upload Type:

• New users added to the spreadsheet will be added to the platform along with their Email, Department, Group Name, Supervisor, Supervisor Manager and Custom Attributes, if applicable.
• These users will be automatically targeted with any content assigned to their Department or Group Name.

2. 'Replace Existing User List'

a. Adding Users

• New users added to the spreadsheet will be uploaded to the platform and targeted with any content assigned to their Department or Group Name.

b. Updating Users

• If user details (e.g. Name or Custom Attributes) are updated on the spreadsheet, those changes will be reflected in the platform upon upload.
• If users have been manually added to a group via the platform (User Management > Users > Groups), they must be manually removed from the group.
  • Note: The 'Replace existing user list via bulk upload' option does not remove manually added users from their groups. 
• If an existing user’s Department or Group Name is changed in the spreadsheet:
  • They will be de-targeted from content assigned to their previous Department/Group.
  • They will be re-targeted to content assigned to their new Department/Group.

c. Removing Users

If a user is not present in the uploaded spreadsheet:

• The user will be disabled.
• All group assignments (both bulk uploaded and manual) will be removed.
• All content targeted to the user will be removed.
• The user will be removed from the Business User view.
• Administrators can re-enable the user and assign them back to the relevant groups if needed.