Overview
This article provides a detailed guide on how to bulk delete or archive users on a platform using two methods: via a CSV file upload and through direct selection from the team list. It includes step-by-step instructions for preparing and uploading the CSV file as well as selecting users and confirming the archival process, ensuring a smooth and efficient user management experience.
Information
Learn how to delete/archive users in bulk. In this article, we will go over how you can delete/archive a large number of users, by either:
Bulk Archive Users via CSV
This guide provides instructions on how to bulk archive users on your platform using a CSV file.
Step 1: On the Team > Users Page
Click on 'Archive Users via CSV'.
Step 2: Prepare the CSV File
Download the sample CSV or create a CSV that contains a column titled 'User Email Address'. List the users' email addresses that should be included within the Bulk Archive.
Step 3: Upload and Process the CSV
Upload the document and click 'Next' to process the bulk archive operation.
Step 4: Confirm the Bulk Archive
To ensure that this is what you want to process, you will be required to type ARCHIVE.
Once completed, it will take a few minutes for the changes to appear on the platform, and you are all done!
Bulk Archive Users via Selection
To bulk archive users, follow the steps below to select the appropriate users from the team list and complete the archival process.
Step 1: Select the Users from the Team List
Select the users from the team list that you wish to archive.
Step 2: Archive Selected Users
Click on 'Archive Users' and then select 'Archive Selected Users' to initiate the archival process for the selected users.
Step 3: Confirm the Archive Process
Type 'ARCHIVE' in the confirmation field and click 'Confirm' to finalize the archiving of the selected users.
Helpful Resources
Explore the following resources to get started and make the most out of your PostBeyond experience:
- Getting Started with PostBeyond!
- Use These Email Templates to Launch Your PostBeyond Program
- Sign Up for PostBeyond Platform Training!
FAQ
How can I bulk archive users on my platform?
You can bulk archive users by either uploading a CSV file with the users' email addresses or by selecting users directly from the team list and confirming the archival process.
What should the CSV file contain for bulk archiving users?
The CSV file should contain a column titled 'User Email Address', listing the email addresses of the users you want to include in the bulk archive.
Is there a confirmation step before the users are archived?
Yes, you will need to type 'ARCHIVE' to confirm the bulk archive operation before the changes are processed on the platform.
How long does it take for the changes to appear after archiving users?
It usually takes a few minutes for the changes to appear on the platform after completing the bulk archive process.
Who can I contact if I need assistance with the bulk archiving process?
For assistance with the bulk archiving process, you can contact support at support@postbeyond.com.
Priyanka Bhotika
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