Editing Users in your Program

What's my access level?

Access Level: Administrator

This article is intended for users with Administrator access in Suitable. If you don’t have this role, some of the steps outlined below may not be available in your account.

Ineligible Roles: Student, Contributor, Advisor, Publisher

Editing Users One at a Time

This guide will provide instructions on how to edit user information through quick edit.

1. From the Dashboard, go to Settings > User Management.

2. Scroll down the webpage and find the student account you want to edit.

3. Click the three-dot ellipsis on the right of their account and select Edit User Details.

4. Insert your edits into their respective fields.

5. Once entered, scroll down and select Save Edits to complete the process. You're done!

Bulk Editing Users

1. From the Dashboard, go to Settings > User Management > Down arrow next to Import New User > Import New Users

2. Download the Excel template.

3. The required fields to import users are Email, First Name, and Last Name (in columns A, B, and C; do not overwrite the header row). Type in any account information you want to update into the appropriate column(s).

4. Your institution's specific Student Data Filters will be listed starting in column N. To fill in this data, you must assign values that you have already defined via your Settings > Data tab.

Refer to the article on Creating and Managing Student Data Filters if you need to add or edit those values before updating a students account information.

Important: If you need to add multiple filters under the same category to a student, please write them in the same column, then add a semi-colon (;) to separate the filters. Otherwise, previously-assigned student data filters will be overwritten.

5. Once finished, save and import the file through the User Management tab.

You will receive an email indicating how many student accounts were added and/or updated. If there was an issue with the file, you will be informed via email.

If you have additional questions, chat with us below or send us an email at support@suitable.co.