# Batch User Create Function

:::info
Available to **User Managers** or **Admins**

:::

In **Batch User Create** (referred to as **BUC** in the following), you can *upload* or *modify* the **details of several users all at once**.

The feature is broken down into steps to make the process easy to follow.


:::warning
***Note***

Continue or resume to a step with the blue **Next** and **Previous** buttons at the bottom of each tab.

:::

In BUC, you can either **create a brand new user group or update an existing one**.  

## Using a template

To import user details in BUC, you need to use a **custom Excel template** available in **Step 1**.


 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/dea476c5-49ec-46af-80c9-f05550b173cc/138215433.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=93686e2f37cbcc7b0ea0a3da0ce2a7c106e88fde83d4fde2d25da8b579a9be24&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
Make sure always to use the latest downloadable template.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/c19fe748-bb87-421e-ae33-222f6177c218/BUC%20recent%20template%201.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=2b801f631252b0f0d333101f3879bb4261f819d39ccb4a1b076d0f3c0d50f015&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1657x610")

### a. Download an *Empty template*

In case you want to create a new group from scratch.

When you open the spreadsheet, you will find that the headers have already been added. Each column corresponds to a 'personal information' field, also found in **Groups & Users**.

One row equals one user: :warning: __First name__, __Last name__, __Password,__ and __Email__ cells are mandatory for successful user import.

The system warns about missing mandatory details:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/5d138b25-aa55-44ac-b2b3-fe5f7fdecf75/20218988.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=df8a13da2aeb01fb05d62f5a348e178fbb94b409bf80b68ffed042b5c6cc8d66&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

All other details are optional.


:::info
Some details are defined by a number. For example, in the Privilege (J) column, entering '8' creates a Learner, and '4' creates an *SP* user.

Scroll down to the bottom of the page for more codes.

:::

Once you are finished with entering user details, go to **Step 2,** select Create a new user account for each row, and import the Excel sheet.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/530e3509-5dfb-4855-a2c2-5379fbc016e3/138215434.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=f62ee7c1e1ebea88b68db818d841da44e60f1a2302239c447ccfcefd5ca6fb4c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


### b. Download Data of an Existing Group

from the *Download template* drop-down.

From the drop-down, you can download the spreadsheet of any group you select.

The spreadsheet has the same headers as an empty template; cells will contain user details retrieved from the system, where fields were already filled out.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/59638a03-33f6-4890-9820-98c4130a4edb/8390153.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=58d1cb8eaa59ab1da12dec842b1ab12172dfab73dab51fc7d36a47c48facfad5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)



:::warning
The name of the Excel file defines the group you modify in the system. To alter the same group you started with, leave the name of your downloaded file unchanged. Otherwise, an entirely new group will be created with duplicate users.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/8fec9fe6-56a7-4ef5-9a31-32600940a0d4/138215435.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=3108ccb91b719a4f660fd1388398c492fc6b024f80ce210bec2969bb6e8dec73&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

You can modify any user detail in batch, except for email addresses.


:::warning
**Modifying Email Addresses**

If you modify the email address for a batch of existing users, the system will duplicate those users instead of updating their email addresses.

:::


:::warning
**Note**

Dates entered in the template must be in the following format: *YYYY-MM-DD*. *(Applicable when entering SP details.)*

:::


### Upload (import) Data

After saving, go to **Step 2**, select *Update existing user account*, and **import the spreadsheet.**


:::warning
If you select *Create a new user account for each row* here, the system will duplicate the users who were already in the User Manager.

:::


:::info
**IMPORTANT:** The files exported via the **Export to Excel** option of LearningSpace are **not compatible with the BUC file** and thus **__cannot__ be imported back** into LearningSpace via the BUC process.

Learn more about Export to Excel [here](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/how-to-export-learningspace-user-data-oBTa5kzTNB). 

:::

### Custom Fields for SPs

The exported Batch User Create Excel files display the content of the ‘***Custom fields’*** (defined in the [Edit User pop-up](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/edit-user-pop-up-p53l4RpOgR) of the [User manager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-manager-jY5BSEdZwv) module), allowing users **to search/filter SPs** based on the values of the Custom fields.  See [Additional Settings for SPs](/doc/c95f0fd3-d11e-436c-834f-104ff710a13d) 

The associated values are displayed **in one cell**, separated by a comma, for each SP.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/03fa1014-cf0e-4191-ba80-50d24eef65d4/7eab7d04-e968-4eeb-8e33-acf6b3ff5457/excel_custom%20fields.jpg?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=ed3fa86b0d60afb3ae33ad8c85206c941551d058fa8382f53221ba932c813e80&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =2725x658")


:::tip
***NOTE:*** **Updating** custom fields and their values through [**Batch user** **upload**](https://kb.learningspace.elevatehealth.net/s/ae6670cf-7680-4308-9378-7bad117623ac) **is __not__ available**

:::


:::success
Unlike in BUC, the [Export to Excel file ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/how-to-export-learningspace-user-data-oBTa5kzTNB)shows each [**Custom Field**](https://SP) (for SP-s) **in a separate column**.

:::

## **Overview (Step 3)**

After **uploading your template**, review the users in **Step 3** to ensure that you are adding or modifying user details as you intended.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/148376a9-13f3-48ae-9bc8-6e6d3150923a/99615616.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=d6a3219e8a03b745e6163838f5d55267259dc36976b8fa34d2b0882dc9bbcf09&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =514x183")

Most of the time, users will have either of the following icons displayed in their row:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/b62b5411-5024-4eb1-ba2b-302f987912ac/20218986.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=76f66f117beaabd622841d2b1f153d848a75b194a2563b7668e63071afdba901&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject "left-50")Inserting new users


 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/5e715f8a-3d90-46fe-8e84-824513d45a86/20218987.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=d7d199a09fe668f9b867dc70ab8f730dd52c1cecd2781cd5dc4c7c09750caec2&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject "left-50")Updating existing users


Go back to **Step 2** to correct any details, or click **Finalize** when ready.

Finally, **Step 4** displays the summary of changes. Click **Done** to be redirected to **Step 1** at BUC.

## Upload photos

[**User profile pictures**](/doc/edit-user-pop-up-p53l4RpOgR) and user details can also be uploaded.


1. Use an Excel template retrieved from **Step 1**
2. Gather the photos you would like to upload in a .zip file.
3. Enter the precise name of the photos to each user in the User Photo column (M) like *Photo.jpg.*
4. *Save your spreadsheet and close it.*
5. *Select all the photos and the spreadsheet and make a compressed folder (.zip format).*
6. *Go to Step 2, select either option, and import your .zip file.*


:::warning
Include only **.jpg/jpeg** photos in your .zip file. Uploading files in other formats to BUC will not be successful.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/4a42a77a-9084-4bf1-994d-4efee3dfc983/138215436.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=3b54c68c2b1b88ac5f3692eb757e5932a80f97ebc93903d40a78ae9935ecabda&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
Make sure to enter each file's name in the BUC spreadsheet **exactly as it appears in the .zip folder,** including upper- and lowercase letters.

However, __always enter the file format in lowercase letters__ for successful uploading.

Some example spreadsheet entries:

*Correct: FILENAME.jpg, filename.jpg, FileName.jpg, FiLEnAme.jpg*

*Incorrect: ~~FILENAME.JPG~~*

:::

## Codes for the BUC Excel file

| Inactive (column A): |     |
|:---------------------|:----|
| 0 (or none)          | active |
| 1                    | inactive |



| Privileges (column J): |     |     |     |     |     |
|:-----------------------|:----|:----|:----|:----|:----|
| 1                      | Admin | 256 | Activity Manager | 512 | SRP |
| 4                      | SP  | 2048 | User Manager | 8192 | OEQS Data Entry |
| 8                      | Learner | 4096 | Record Manager | 32768 | FON Data Entry |

| Race (column N): |     |     |     |
|:-----------------|:----|:----|:----|
| 1                | white | 4   | Asian |
| 2                | black | 5   | other |
| 3                | Hispanic | <br> | <br> |

| Sex (column O): |     |
|:----------------|:----|
| 1               | male |
| 2               | female |

| Children (column P): |     |     |     |
|:---------------------|:----|:----|:----|
| 1                    | no child | 3   | adopted |
| 2                    | biological | 4   | foster |


:::warning
Important

Since [**User Managers**](/doc/privileges-wnjrx8qPWS) cannot create *Admin, System Manager, Room Manager,* and *Learner History/SP Activity* privilege users, nor can they use the **BUC** function if the users to be created would have any of the listed privileges. In such cases, the process fails as the **Next button** remains **disabled**.

:::

## Additional Custom ID

This new field has been added to the [**User editor**](/doc/edit-user-pop-up-p53l4RpOgR), allowing users to “label” LS users without needing to use “unique” IDs (UCID), e.g., for a group of people.

This Additional Custom ID is also displayed in the BUC Excel file.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/f8a04a1c-6596-41a7-b2d8-f5d270853192/add%20custom%20id.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T124500Z&X-Amz-Expires=86400&X-Amz-Signature=82d84f88291cd92648880aa068efb1d2fad6b6cace36955ba9fd1b8882a175f4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1887x752")



:::tip
For further information, visit our [User Manager - How to](/doc/user-manager-how-to-FZIA85dFJf) pages.

:::


:::info
Related pages

* [How to Create a LearningSpace-Compatible Batch User Create File](/doc/how-to-create-a-learningspace-compatible-batch-user-create-file-m0pu638u1S)
* [How to Edit or Delete Multiple Users](/doc/how-to-edit-or-delete-multiple-users-X4xyZCMoyy)
* [How to Upload a Batch User Create File](/doc/how-to-upload-a-batch-user-create-file-FOgN2gK4Lt)
* [How to Upload Photos via the Batch User Create Process](/doc/how-to-upload-photos-via-the-batch-user-create-process-JiyOLXVvxr)
* [Managing Users](/doc/managing-users-BdN4D7nuOD)


:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)