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Account Owner - Manually Add or Remove Learners from a Team

Learn how to add or remove learners from a team

 

Adding users manually is a straightforward process, but your organization might benefit from using Single-Sign On for your learners, which simplifies the User Management experience. 

Learn More

Add a Single User to a Team

  1. Log into the Mursion Portal
  2. Click the Teams icon at the top of the screen
    Teams
  3. Select the team you would like to modify
  4. Click Assign Learners
    Assign Learners
  5. In the Assign Learners pop-up
    1. To Add Learners to a team, select users in the left column then click Add to move them to the Team Learners column
    2. To Remove Learners from a team, select users in the right column then click Remove to remove them from the Team Learners column
    3. When complete, click Confirm to save your changes
      asign popup-2

Bulk Edit Team Memberships

Some things to remember before we begin:

  • You can only add ten teams at a time
  • You can only add 5000 users at a time
  • Always remember to check your spelling! 

 

To Bulk Edit Team Memberships, you'll need to: 

  1. Download your existing user list
  2. Update your user list
  3. Upload your updated user list

Download the Existing User List

  1. Log into the Mursion Portal
  2. Click the Teams icon at the top of the screen
    Teams
  3. Click Export
    Click Export
  4. Select the Client and Roles you'd like to export and click Confirm
  5. Clicking Export will download an Excel file with your team information
  6. Open the downloaded file

Update your User List

  1. In the template, you'll see the details for each learner in rows A - K. Do not edit these rows! 

  2. To update the Team assignment, you'll need to update the Team Assignment rows from L onwards. This is where the teams will be listed and you can make changes accordingly. 

     

    In this example, this user is assigned to three teams:

  3. Starting in Row L enter or update the team name(s) that the learner should be assigned to. In this example we've added this user to the Education Team: 
  4. When you've updated the teams, save the file to your desktop or somewhere you'll remember. 


Upload your Updated User List

  1. Click Teams, then click Edit Memberships
    Click Memberships

  2. Review the instructions and click Proceed

  3. Click Upload + Validate and upload the file you updated in the previous step. 
  4. If successful, you'll get a success message. 
  5.  If unsuccessful, you'll be prompted to download a failed edits list, correct your errors and reupload. 
  6. Repeat this process until all your users are updated correctly.