From the Mass Update workspace, you can update multiple users': 

• Roles 
• Programs 
• Sub-Programs 
• Groups 
• Sites 
• Direct Supervision

From the Mass Update’s workspace, you can update multiple sites': 

• Associated Programs 
• Associated Sub-Programs 
• Site Status 

How to Update User and Site Information Using the Mass Update Workspace 

1. First, start by navigating to the Program Setup | Admin environment. 
2. Then click on the Mass Update workspace. 
3. Once in the Mass Updates workspace, select the data category you’d like to edit using the dropdown menu at the top of the page. NOTE: If records are mass deleted in this workspace, you will be able to restore the data within a two-week timeframe. Restore data you’ve deleted by clicking on the Trash icon in the top right. After two weeks the data is permanently deleted. ​ 
4. When mass updating users, you can make the following updates: 
   1. Roles: Edit or add roles 
   2. Programs: Edit or add program associations 
   3. Sub-Programs: Edit or add sub-program associations 
   4. Groups: Edit, add, or delete group associations 
   5. Sites: Edit, add, or delete site associations 
   6. Direct Supervision: Edit, add, or inactivate direct supervision rules
5. When mass updating sites, you can make the following updates: 
   1. Site Program(s) & Approval Status: Edit site status for a program or add a new program association 
   2. Site Sub-Program(s) & Approval Status: Edit site status for a sub-program, add a new sub-program association, or delete a sub-program association 

IMPORTANT: When mass updating users and sites, edited values will immediately overwrite existing data. If you would like to add new associations, use the “Add” feature.  

Along with the Mass Update workspace you can continue mass updating users and sites from the Users table and the Sites table.  

 

Best Practice:

Use the Mass Update workspace when updating embedded associations and related data (e.g., user roles, programs, groups, and sites). For changes to a single field across multiple records—such as updating graduation dates or parent sites—perform updates directly within the Users and Sites tables. Refer to the list below for all supported mass update actions.

Users Table

Updates that can be made en masse from the Users table, located in the Program Management | Staff & Students environment, include: 

• Pronouns 
• Title 
• City 
• State 
• Zip code 
• County 
• Country 
• Active 
• Inactive on 
• DOB 
• Graduation Date 
• Race 
• Ethnicity 
• Gender 
• Sex 
• Sexual orientation 
• Other sexual orientation 

Users can also be mass invited, dropped, added to groups, and added to sub-programs from the Users table. 

Sites Table

Updates that can be made en masse from the Sites table, located in the Program Setup | Admin environment, include: 

• Zip code 
• City 
• State 
• County 
• Country 
• Tags 
• Parent 
• Active 
• Description 
• Services 
• Setting 
• Populations served 
• Employment based 
• Compensation 
• Required application materials 
• Clearance requirements 
• Work shift/time 

Sites can also be mass deleted or have their site status updated en masse from the Sites table. 

IMPORTANT: When mass updating users and sites, edited values will immediately overwrite existing data. 

 

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How to Use Mass Update to Assign Direct Supervision Rules and Field Liaisons