Bulk-invite members
Give your team members access to multiple organisations in one go, rather than inviting them to each client separately.1
Open client management
Go to Client Management.
2
Select the organisations
Select one or several organisations.
3
Invite
Click Invite members in the pop-up, enter the email addresses and assign roles.
Bulk assign courses
Make a course available across several clients at once, rather than enabling it client by client.1
Open client management
Go to Client Management and select a client. A bar appears with an Assign courses
button.
2
Choose the clients and the courses
Click Assign courses. In the pop-up, select the clients you want to assign to, and pick
one or more courses on the same screen.
3
Decide who gets invited
On the next page, choose whether everyone in those organisations receives an invitation.
4
Review and finish
The last page shows an overview of what you are about to do. Click Finish.
Leaving the invitation off makes the course available to the administrators of those
organisations without mailing their employees. Useful when you have built a custom course and
want to hand it to a client before anyone is enrolled. See
Creating your own course.
Bulk editor
Data that is not available in your client’s AD can be added in bulk on the platform itself.We recommend updating data directly in Azure AD wherever possible, so the directory stays
the single source of truth. The bulk editor is available to partners only.
1
Open the editor
Under Manage your data, go to Map data and choose Bulk editor.
2
Choose a type
At the top of the screen, select a Type. This corresponds to the tags: business
function, industry, gender, seniority, language and country.
3
Choose the action
Select Overwrite and choose which tag to apply.
4
Apply
Click Start migration, or filter on tags first to apply the change to a specific
group only.