How do I update or upload Roles with a CSV file in Bridge?

Document created by Brock Halladay Employee on Apr 18, 2018Last modified by Danny Haworth on Aug 31, 2018
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You can upload a CSV file to assign or update the roles — including custom roles — of your users.

Bridge has five default user roles: learner, author, admin, IT admin, and account admin. All users added to Bridge are given the learner role by default. In addition to the default user roles, a Bridge user can be assigned as a manager of a learner or group of learners. The manager role is optional and can only be created by using a CSV import.

To update roles with a CSV file, you will create a CSV file with a column containing the role or roles you want each user to have. Multiple roles can be assigned and should be separated by a pipe "|" character. See the attached roles_sample.csv file and screenshots for clarification.

 

Requirements

 

Process

  1. Create a CSV File with the Roles field
  2. Upload the CSV
  3. Create the ROLES field in Bridge and attach it to the appropriate column
  4. Confirm the upload by going to Manage Users page and verify that the roles are accurate

 

Create a CSV File with the Roles field

Create a CSV file that contains the roles for each user. The roles are case-sensitive. Multiple roles should be separated by a "|" pipe character. Do not include spaces between the role and the pipe character. The order of the roles doesn't matter, so Account Admin|Admin will produce the same results as Admin|Account Admin. In the example below, "Manager Enroll" is a custom role, which is different from the Manager role created by CSV upload.

 

 

Screen shot of roles samples

Potential Pitfall: if the cell is blank, users that are currently admins will lose their previous permissions. To avoid this, make sure that all admins have the correct roles in the CSV file.

 

Upload the CSV file

  • In the Global Navigation menu, click the Application Switcher icon. Then, click the Admin menu option.

    Screen Shot 2018-04-18 at 3.28.37 PM.png

  • Click Users and Permissions
  • Click Add Users Via CSV
  • Drag and drop the CSV created in step 1 into the upload box

Screen Shot 2018-04-18 at 3.29.08 PM.png

 

Create the ROLES field in Bridge and attach it to the appropriate column

  • Create a new Bridge attribute pill called ROLES by clicking the NEW FIELD button.

    Screen Shot 2018-04-18 at 3.34.39 PM.png

  • Drag the new ROLES pill to the column with the appropriate values

Screen Shot 2018-04-18 at 3.34.47 PM.png

  • Click Finish to finish uploading the CSV. 

 

Confirm the upload

  • Go to Manage Users in the Admin menu and verify that the user's roles have been added/updated.
  • Find a user from the CSV that should have a new role and click Modify Roles. The user's role(s) should now be checked.

Screen Shot 2018-04-18 at 3.35.21 PM.png

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