Bulk Changing User Profiles in Account Manager

Objective

To make changes to multiple user profiles in Account Manager.

Applies To

• Account Manager
• User Profiles

Procedure

1. Log in to Account Manager.
2. Click Accounts > User Profiles.
3. Scroll down to the bottom and click Download CSV Template.
4. Open the downloaded template in a spreadsheet program and edit the fields you want to change.

If you have any extensions that start with 0, you will need to amend that field so that it stats with ' then 0. If you do not do this the spreadsheet will remove the 0 and it will be seen as a change to the extension field and will be rejected when trying to upload.  E.g Extension 001 will now become '001

4. Save the file.
5. Click Upload CSV Template.
6. Click proceed.

7. Click Add+.

8. Select the CSV file with the changes or new user accounts.
9. Click Upload.

10. Confirm the upload was successful.
11. Click Submit.