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Bulk User Type Change

This article describes the Bulk User Type Change tool, which allows administrators to move all users from one user type to another in a single operation. This feature is essential for efficiently managing large-scale user role updates, such as transitioning students to an alumni status at the end of a school year. This guide is intended for OPS-COM administrators.

 

Setup & Configuration

This tool is a standard administrative feature and does not require any specific configuration. However, you must ensure that both the original user type (the one you are changing from) and the destination user type (the one you are changing to) are already created in the system.

For more information on creating and managing roles, please refer to the User Types Administration wiki article.

 

Using this Feature

The tool provides a simple interface for selecting a user type and migrating all of its members to a different type.

 

To Perform a Bulk User Type Change:

  1. In the main menu, hover over User Management and click Bulk Type Change.

  2. The Bulk User Type Change toolscreen allowswill administratorsdisplay a list of all existing user types. Next to changeeach User Types in bulk. This is useful for clients that have different parking options based on User Type. 

    Quick Steps:
    1. Hover over User Management and select Bulk Type Change.
    2. On the Bulk User Type Change screen, locate the user type you want to change.
    3. Click the drop-down menu next to the user type.
    4. Select the new user type from the list.
    5. Click Save Changes then click on Confirm Changes to apply the change.
    6. Verify the updated number of users in the new user type.
    Step-by-Step Instructions:
    1. Hover over the User Management section in the menu.
    2. Navigate to Bulk User Type Change: Click on Bulk User Type Change from the options that appear. This will bring up the Bulk User Type Change screen. In the center column, you’ll seename, a number badge nextindicates tothe eachcurrent Usercount Type. This represents how manyof users belongassigned to that particulartype.

      User Type in the system.
    3. Click the drop-down box next to the user type you with to change.
    4. Change user type: From the list of available user types, select

      Locate the user type you wish to replacechange from.

    5. In the olddrop-down onemenu with.next Afterto makingit, yourselect selection,the clicknew user type you want to move the users to.

    6. Click the  Save Changes thenbutton.

    7. A final confirmation prompt will appear. To proceed, click the Confirm Changes tobutton.

      apply

    8. The system will process the changes.update. Once complete, the page will refresh, and you can verify the change by reviewing the updated user counts for the affected user types.

    Warning: This action is permanent and cannot be undone. It will immediately move all users from the original type to the new one. Always double-check your selections before clicking the final Confirm Changes button.

     

    Best Practices & Considerations

    • Changing a user's type directly impacts their permissions and access, including their eligibility for specific permits, lots, and waitlists. Before performing a bulk change, ensure the destination user type has all the correct permissions and rules configured.

    • ConfirmUse Changes:this tool for major seasonal or annual transitionsverify, thatsuch as updating student statuses at the end of a semester or moving all members of a deprecated group to a new, active one.

    • For user types with a very large number of users of(thousands), thatthe typeprocess hasmay changedtake a few moments to complete. Do not navigate away from the desiredpage number.after clicking Confirm Changes; wait for the process to finish and the page to reload.

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