The Users tab in the Management Portal allows admins to find, update, and manage users individually or in bulk. This guide walks you through the four available options and how to action tasks for your users.
Accessing the Management Portal
Log into the Intelligence Portal.
Click your initials in the top-right corner.
Select Management from the dropdown.
If you don’t see the Management option, you do not have admin privileges. Please contact your system administrator.
Once in the Management Portal, use the left-hand menu and click Users.
The Four User Options
When you click Users, you’ll see four options:
Single User
User List Upload
Multiple User Selection
Bulk User Upload
1. Single User
Use the search box to look up a user by email address, user ID, or name.
Once you’ve found the user, click Continue to Task.
You’ll be shown the list of available tasks for that specific user.
2. User List Upload
Paste a comma-separated list of user emails, IDs, or names (for example, copied from Excel).
The system will process your list and show how many matches it found.
Example: If you paste 100 emails but only 78 exist in the system, you’ll see 78 valid matches.
Select all, or choose specific users from the list.
Click Continue to Task to proceed.
3. Multiple User Selection
Use this option to filter and select groups of users.
Click Filters to open two sets of filter types:
Static filters: email address, topic rank, assessment score, last question answered, validated on, created date, account status (enabled/disabled), questions status (enabled/disabled).
Tag filters: department, employee ID, job title, line manager email, and any other tags set up in your system.
When you apply filters, the list of users updates in real-time.
Select all or tick individual checkboxes.
Click Continue to Task when ready.
4. Bulk User Upload
Use this option to create or update users via CSV.
You’ll see all available tags in your system, including whether each tag is mandatory.
Download a template file from Download File Template.
Use the template to add new users or update existing users.
To update users, you can export your current list from the Intelligence Portal, make your changes, and re-upload the file here.
Available Tasks
After selecting users through any of the first three options, you’ll be presented with tasks such as:
Send specific questions
Send registration emails
Send mobile app QR code emails
Send Microsoft Teams registration emails
Clear a user’s question stack
Export all user data
Choose the task you wish to run, and it will apply to your selected users.