The Mass Edit of Users page manages user account features. Use it to assign functions to staff users, resend account notification emails to staff, and reset passwords for staff users in bulk.

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Link to Scribe video covering steps for Bulk Enrollment at

https://scribehow.com/embed-preview/How_to_Assign_Users_to_Roles_in_Bulk_into_Navigate__ymwX0PRcRCOOh3-b5Z9bzQ?as=video&size=flexible


(Note this scribe is a sample bulk enrollment of a ticket we did for Peter McFeely)

https://scribehow.com/embed-preview/How_to_Assign_Users_to_Roles_in_Bulk_into_Navigate__ymwX0PRcRCOOh3-b5Z9bzQ?as=video&size=flexible

https://scribehow.com/embed-preview/How_to_Assign_Users_to_Roles_in_Bulk_into_Navigate__ymwX0PRcRCOOh3-b5Z9bzQ?as=video&size=flexible


Help Center source: https://helpcenter.eab.com/hc/en-us/articles/29830762922647-User-Roles-and-Management-in-Advancement-Success?auth_token=eyJhbGciOiJIUzI1NiJ9.eyJhY2NvdW50X2lkIjoiMjcyOTUiLCJicmFuZF9pZCI6MjU5NDA1NiwicHJlZGljdGlvbl9pZCI6IjAxS0NITldLN0tKWTE1Slc2TU1CMzQyRlJHIiwidmlhX2lkIjo3MCwiYXJ0aWNsZV9pZCI6IjI5ODMwNzYyOTIyNjQ3IiwidG9rZW5fdHlwZSI6ImdlbmVyYXRpdmVfcmVwbHlfYXJ0aWNsZV9jbGljayIsImxvY2FsZSI6ImVuLXVzIiwiYXJ0aWNsZV9yZWNvbW1lbmRhdGlvbl9yYW5rIjoxLCJleHAiOjE3Njg0MTY5NDF9.7oIeb_5gDh51nZ5zNA1zL7dNM6W6TjIrWLBenwr80gg&is_gr_tracking=true#masseditusers



Also there is an option to do Bulk Enrollments using the attached 'Manual_Role_Management' Excel form.


This process requires numerous steps. Attached is a 7 minute screenshot overview called 'Navigate - bulk enrollment DEMO 3226-20260302_130449-Meeting Recording'


To find the "Data Import" link, go to Admin page in Navigate and the following steps:




Here's a summary of the steps:

  • download the 'Manual_Role_Management' Excel form and open in Excel
  • find the External identifier of the role you want to bulk assign users to by going to "Role Configuration and Access" in Navigate Administration
  • find and open the role you want and copy the external identifier (screenshot following of a sample role)


  • fill in the bulk enrollment form in Excel (screenshot following)


  • save the file with a unique file name, such as "DATE-name-V2" so you can find it
  • Open the file in Notepad or a Text editor
  • delete the commas on the top line (circled in following screenshot)
  • save as a unique name such as "DATE-name-V3" and close file
  • open the Navigate import page at https://csurams.campus.eab.com/admin/imports/data_api
  • select the "Browse" button
  • find the text file you want to import
  • then select the "Import Selected File" button
  • wait while it imports and don't close your browser until you get a confirmation message
  • You will get an email if there are errors
  • Process is usually pretty quick to add roles but may take up to 24 hours to complete in Navigate