This feature, placed on the Teams and Members’ pages, enables admins to manage teams in bulk using a CSV file. With the Bulk Team Management feature admins are able to:
- Add members to teams
- Remove members from teams
- Create new teams
Bulk Management Access and Process
Click the "Manage Teams by CSV" button on the Teams or Members page to open the bulk management modal. This modal has three steps described to update teams.
Step 1: Download the CSV Teams List. It includes all member emails and their current teams, organized into two columns: Email (member’s email) and Teams (team names, separated by semicolons if multiple, e.g., Team A; Team B; Team C).
Step 2: Edit the downloaded CSV. Be sure to keep a copy of the original file in case changes need to be undone.
Step 3: Upload the edited CSV file. The CSV organization may vary depending on the type of update being made. Below are the variations needed depending on the actions admins want to perform.
Adding Members to Teams
- On the CSV download file, locate the row corresponding to the specific member’s email.
- Add the team name(s) in the Teams column related to that member (separate by semicolons if adding multiple, e.g., Team A; Team B; Team C).
- Save the CSV file with a new name
- Upload the updated CSV in the modal by clicking the upload area or dragging the file into it and click "Update Teams".
The members with team names specified on their rows will be added to those teams or kept on the ones listed that they already belong to.
Removing Members from Teams
- On the CSV download file, locate the row corresponding to the specific member’s email.
- Remove the team name(s) from the Teams column related to that member or leave the Teams column blank if you want to remove the member from all teams.
- Save the CSV file with a new name.
- Upload the updated CSV in the modal by clicking the upload area or dragging the file into it and click "Update Teams".
Members will be removed automatically from the teams they belong to if the teams are not listed in the team column for that member, or from all teams if there is no team listed for that member (column is empty). If a member's email address is not listed on the file, they will be ignored and no update will be done.
Creating New Teams
- On the CSV file, add new team names under the Teams column for the specific members while keeping the ones they belong to. Similar to adding members to a team.
- Save the CSV file with a new name
- Upload the updated CSV in the modal by clicking the upload area or dragging the file into it, and click "Update Teams".
Any new team name not previously existing on the platform and listed in the Teams column related to a specific user will be automatically created and associated with the members who have this team specified.
Undoing Changes
We recommend saving the original downloaded CSV Teams List as a backup. In case of unwanted changes, you can re-upload the original file to revert the team organization.
It is important to know that if new teams were created in error, they must be deleted manually, they are not automatically removed using the CSV file.