Managing Users in Bulk | Overview

add forms as an admin to multiple users whether it is a multi step application, a last minute required form, or a post registration survey/evaluation form, you can add forms to an applicant's flow at any time decide who should fill out the new form you add should everyone or only certain specific users? navigate to the user management section of your project, by clicking users use the filter button to narrow down the group of users that need a new form could be everyone enrolled in a certain option, or everyone who answered a specific question then select all these selected users should be the applicants you want the new form to appear upon their next login to collect additional information once those are selected, click tools and add forms to users under the forms section adding forms to multiple users img1 png once you select add forms to users , the system will ask you which forms to add select the form or forms you want to add by clicking the + add button then submit your answer by clicking + add forms once you submit your action, the system will update your selected users automatically double check that your users have the appropriate forms, by clicking on someone’s status bar (the colored bar that shows how many complete/incomplete forms they have) note this process is the same for adding forms to one user the new form should be red (indicating it is incomplete), whereas the completed forms are green as an admin, you can override a form’s status (complete, incomplete, locked, unlocked) or completely remove/add a form to a specific user (or group of users) add product to multiple users at once first, create the product next, go to user management, and filter for the users you'd like to add the product to → select all → add products/services add product in bulk gif https //help regpack com/assign a status to a specific user or multiple users edit form information for multiple users you can edit applicant information on their form for one user or multiple users this is especially useful when you need to adjust how a group of applicants answered a specific question begin in user management you can utilize the search and filtering tools to narrow your search to the users you’d like to edit information about you can filter on any data point in your system once you’ve selected your users, click the view forms button edit form information for multiple users img1 png or by clicking the tools button and then clicking the view forms option edit form information for multiple users img2 png after clicking view forms , you will see a list of all of the forms in your project that apply to at least one of the selected users you will also see the number of users who have access to each form listed find the form you would like to edit and select it edit form information for multiple users img3 png once you have selected the form(s) to edit, you can begin adjusting any information you’ll begin with the first selected user click save form at the top to save changes then select your next user from the list on the left and make your next adjustment always remember to click save form to save your changes edit form information for multiple users img4 png there are a few more actions you can take when viewing the form of your selected group by clicking tools you’ll find download options, bulk form action options, as well as individual user actions, like sending an email, pulling a report, or adding a form/product how to mark users inactive marking users as inactive does not delete their data when a user is marked inactive they will not be in your list of users in user management they will not appear in your reports a product that was in their cart will not count towards your ordered products if they have made a payment, this will count towards your payments to mark a user or group of users inactive, head over to the user management tab click the checkbox next to the name of the user or users you want to mark as inactive you can select them in bulk using the checkbox above the user names click set status as next to any user's name and choose from your inactive statuses a pop up message will appear stating, "this will make the user inactive are you sure?" click "yes" to confirm an additional pop up message will appear stating that you have selected multiple users click the option to set the status for all users in some cases, you will be prompted to enter a password to confirm the change in status if you are asked for your password, enter your regpack login password and continue how to purge users in bulk bulk purging lets you delete multiple users at once note this action cannot be undone, and deleted users can’t be restored owners have access to this feature steps to bulk purge users 1\ filter users in user, filter to find the specific users you want to delete 2\ select users select all to choose all filtered users or select the specific users you want to delete 3\ purge users click on a user's name, click the "info" tab on the user panel, click purge user at the bottom left side of the user panel 4\ confirm the purge enter your admin password in the popup window to confirm permanent action once purged, users cannot be recovered purge bulk users gif https //help regpack com/sending emails to users