Editing User Profiles (Names, Emails, Personal Information)

The ManageBac+ Team
The ManageBac+ Team
  • Updated

Index

Edit User information via their Profile

We recommend using the top-navigation Global Search when looking for active students, parents, or teachers.

If you are searching for an archived user, please go to Settings > School Directory and enable the option to Include archived users.

Once you’re in the user’s profile, click Edit profile to update the email address, password, student ID, date of birth, phone number, or first and last name.

From the same page, you can also resend the welcome email or delete the user account. 

Note: If you attempt to change a user’s password, the system will prompt you to enter your own Admin password as a security measure. If the user has already verified their email in the Accounts Portal, you will need to resend the Welcome Email, as Admins cannot directly update passwords for verified accounts.

Edit User Information in Bulk

Via Settings > Import Manager 

You can update users' information in bulk by importing a CSV file. When updating information in bulk, be sure to include any existing information that should remain unchanged; otherwise, it will also be overwritten.

Note: In this process, all fields can be updated except for the email address. If you need to change email addresses in bulk, navigate to Settings > School Directory > Bulk Update > Update E-mails.

Please note that if you attempt to update user passwords in bulk, the system will send a confirmation email, and the user will be required to click the link provided.

1. Export Users

Via the School Directory, click Export Student & Parent Information or Teacher & Advisor Information to download the spreadsheet.

2. Update Spreadsheet

Open the spreadsheet you exported and make changes to the users’ information. Please note that, as a security measure with Single Sign-On, email addresses cannot be changed through this process.

If you need to change email addresses in bulk, navigate to Settings > School Directory > Bulk Update > Update Email Addresses.

3. Import Users

You can re-import the users via Settings > Import Manager. Download our CSV template and copy and paste the users information from the export file (Step 1) into the CSV template. Select the updated CSV template and ensure that Update existing student accounts is selected. Click Proceed to Review.

On the next page, confirm the format to make sure the data populates in the correct field. Click Yes, the format looks correct to update the students' information.

Diagnose errors

If there are any errors with the CSV, the system will not import the changes and will display the errors. You will need to update the CSV, then upload again.

Please see the reference guide on user imports here.

If the problem persists, send your spreadsheet to support@managebac.com 

Via Settings > School Directory > Bulk Update > Update E-mails

Administrators are able to download a CSV template file in the Bulk Update > Update E-mails page to replace student emails in bulk. You will need the old email address and the new email address for the file. 

Users with verified email addresses and Faria Accounts Portal access will need to confirm the email change via a separate verification email in their new email inbox. 

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