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Making Users Active/Inactive in bulk
Making Users Active/Inactive in bulk

Make bulk changes to employee active status

Josh avatar
Written by Josh
Updated over a week ago

Most admin managing employees know that they can access each employee profile via the Employee menu by filtering according to status, location, or position and clicking an employee's first or last name. Once on the profile, anything can be updated or edited, including their status (active/inactive):

showing employee active status under the access box on employee profile

Learn about the difference between making an employee active/inactive vs. archiving them by visiting this help article.

But did you know you can also make a large group of users Active/Inactive using our export/import method? You can do this by going to your Employees page and exporting (Options -> Export) the list of Employees that you want to make Inactive/Active. This will email you a spreadsheet reflecting the current version of users and their individual settings.

Once opened, scroll right on the spreadsheet to find the "Active" column. (Tip: you may want to freeze the first two columns of the spreadsheet, which contain the first and last names of your employees, so you can more easily view whose column you are editing). You can select Yes/No in these columns as needed.

Note that during this export you can make other mass-changes to your users, such as setting their permissions to view or modify the schedule, and determining the various modules to which they have access. For more information on how to do this, visit our tutorial library or click here.

After making your changes, save the modified version and then re-import on your Employees page to make them official. If you have many active employees, it is best practice to make such changes early in the day or after hours and to do so in one focused sitting (to avoid conflicts that can result from user activity in DigiQuatics while Admin edits are being made).

IMPORTANT: Never reuse an export. Always create a fresh export and complete your changes in one sitting (this is especially important for accounts with a vast number of employees). If a previous spreadsheet is imported, so will any previous (and likely outdated) data be imported as well.

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