Editing user profiles (names, emails and personal information)

The ManageBac+ Team
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Quick answer

To edit one user, find them with Global Search, open their profile and select Edit profile. To change many users at once, use Settings > Import Manager. To change email addresses in bulk, use Settings > School Directory > Bulk Update > Update E-mails.

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Editing user profiles

For admins updating the names, emails and personal details of students, parents and teachers, one at a time or in bulk.

I want to Go to
Edit one user Global Search > profile > Edit profile
Update many users at once Settings > Import Manager
Change email addresses in bulk Settings > School Directory > Bulk Update > Update E-mails

Edit one user

  1. Find the user with Global Search in the top navigation. For an archived user, go to Settings > School Directory and turn on Include archived users, as archived users do not show in Global Search.

    Screenshot: School Directory with the option to include archived users
  2. Open the user's profile and select Edit profile. From this page you can also resend the welcome email or delete the account.

    Screenshot: User profile page with the Edit profile option
  3. Update the fields you need: first and last name, email address, password, student ID, date of birth or phone number. Then save.

    Screenshot: Edit profile window for updating user details

Changing a password: ManageBac+ asks for your own admin password first. If the user has already verified their email in the Accounts Portal, you cannot change their password. Resend the welcome email instead.

Update many users at once

  1. Go to Settings > School Directory and select Export Student & Parent Information or Teacher & Advisor Information.

    Screenshot: School Directory export options for student, parent, teacher and advisor information
  2. Update the details in the exported spreadsheet.

  3. Go to Settings > Import Manager, download the CSV template and paste in the updated rows from your export.

    Screenshot: Import Manager page for uploading a CSV to update existing users
  4. Select your CSV, make sure Update existing student accounts is selected, then select Proceed to Review.

  5. Check the preview and select Yes, the format looks correct to apply the changes.

Include every value you want to keep. Fields left out of the CSV may be overwritten.

Import Manager can update every field except email address. If you update passwords in bulk, each user gets a confirmation email and must select the link in it.

If the import shows errors, correct the CSV and upload it again. See Adding Students, Parents and Teachers to ManageBac.

Change email addresses in bulk

  1. Go to Settings > School Directory > Bulk Update > Update E-mails and download the CSV template.

    Screenshot: Bulk Update, Update E-mails page in School Directory
  2. Enter each user's old email address and new email address.

  3. Upload the completed CSV.

If a user has a verified email address and uses the Faria Accounts Portal, they must confirm the change from the verification email sent to their new address.

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