Join Lynda.com Staff for an in-depth discussion in this video Uploading a list of users in bulk, part of How to Manage Your Lynda.com Account as an Administrator.
- If you have many users to add to your account, it would be tedious to add them one by one. To help you out, we have two downloadable templates that you can choose from to add large numbers of users all at once. First, make sure you're in the User Management tab. Scroll down to Add Users and select either Download CSV or Excel Template. I prefer using Excel and if you have it available to you, I would go for that option. Otherwise, you can use the CSV template, which can be opened in a regular text editor.
Both of these templates have the same information fields as the individual user entry, with one exception. You can not specify groups for your users. You can, however enter in any custom profile attributes you already have configured. I already have the downloaded template here and I've filled it out with some new user information. Because I already have two custom attributes added, my Departments and my North Campus buildings. These actually show up in your downloaded template.
I've filled out which department or building most of these new users are assigned to, but I'm not sure which department or building Maria Topez is in. So, I'll leave her profile attributes blank for the sake of this upload and I can add them later. After I save the template, I'll navigate back to my user management page. Click on Add Users and select Upload Users in Bulk. Navigate to the file you've just saved and select Choose to upload it.
The upload may take a few minutes, especially if you have a really long list of users you're adding. But, after the upload completes, you'll see this notification here at the top of the screen, indicating that the bulk upload was successful. You can just close out of that by pressing this little "X", here to the right. And if any errors were encountered during your upload, you will receive a list of those errors at the top of the screen. It will be a red banner, instead of blue. And once you've fixed those errors, you'll need to re-upload the file again.
When you upload a list of users in bulk, those users are going to populate on this main list, as being added to your account, down here. When a new user is added to your account, they will automatically be sent a welcome email with registration instructions and a link for creating their own Lynda.com profile and password. Please note, depending on the authentication method your organization chose at configuration, your users might have a different registration flow available to them. Contact client services for more details.