There are many different ways to assign User Labels to users. You can assign labels manually when creating or editing a user’s account and you can also assign them through a CSV upload. Please note that you need to create the labels from the Manage User Labels tab first before you can assign them to users.
Assigning User Labels
1. Manually Create a User
When manually creating a user (on the User Management page, under the Create/Manage User Accounts tab), there is a dropdown to add a label to the new user.
Clicking on the dropdown will show you the list of labels created in your Channel.
After selecting the label, it will appear in a tag underneath the dropdown. If needed, you can then use the dropdown again to select another label.
After assigning user labels, you'll be able to view the labels assigned to each user from the User Management table.
2. CSV Import Users
When creating users from the CSV Import Users tab, you can also use this to assign labels.
The format for creating users is: Institution ID, Email Address, First Name, Last Name, Status, Password (optional), and User Label (optional). Below is a screenshot of how the CSV file should look. To add multiple labels, separate each label with “|”. An example would be “Math | Liberal Arts”.
3. CSV Update User Labels
If you want to assign labels to already existing users, you can use CSV Update User Labels.
You will need to select the format you want to use for the CSV file. Format 1 is: Institution ID, User Label. Format 2 is: Email Address, User Label.
4. Edit User Information
On the User Management page, if you click on the pencil icon to edit a user’s information, you can also add or remove labels.