You can edit the Wi-Fi account or user account details for a number of users in one bulk action. This might be useful when you want to change the Wi-Fi homesite for a group of users, for example.
When you bulk edit occupier users:
Any change that you make applies to all selected users, regardless of their initial settings.
You cannot bulk edit users:
When there is an action currently in progress against a user. For example, a request to assign a phone number to a particular user is underway but not complete. Any users in this state are not included the Edit or delete users dialog box for selection.
When the occupier is being, or has been, decommissioned. You cannot open the Edit or delete users dialog box for an occupier that is in any of the states: Decommissioned, Decommission pending, or Decommission failed. For more details, see Decommission states.
Edit occupier users in bulk
Accessing the occupier users page
In the main menu on the left, select Occupiers.
In the Occupier list, select the correct occupier.
Click the Users tab.
The Users list opens, with the top user in the list (if there is one) selected.
Tip: You can filter the list of occupiers, or the list of users, by typing text into the search text fields. The list is filtered as you type.
Editing the occupier users in bulk
Above the list of users for the selected occupier, click Edit or delete multiple users.
The Edit or delete multiple users dialog box opens. For more information, see Edit or delete multiple users.
Select the users that you want to edit from the list:
If you want to edit all users, do not set any filters and then click the Select all users check box at the top-left.
If you want to edit a specific subset of users:
Filter the list of users using the drop-down lists at the top of the dialog box.
Click the Select all users check box to select all of the users that are currently visible in the list.
To select or clear the selection of individual users, click the check box alongside each user name.
Once you are happy that you have selected the users you want to edit, click Edit users.
The Edit multiple users dialog box opens.Use the fields in this dialog box to reset the Wi-Fi account or User account details for all of the users that you selected in the preceding step.
If available, you can reset the selected users' Wi-Fi account details:
Activate the Wi-Fi account for all selected users:
Enable the Wi-Fi account field.
Select Activate.
Use the Change to drop-downs to select a Wi-Fi homesite and Concurrent device limit for all selected users.
Deactivate the Wi-Fi account for all selected users:
Enable the Wi-Fi account field.
Select Deactivate.
Update the Wi-Fi homesite or concurrent device limit for all selected users:
Do not enable the Wi-Fi account field.
Note: If you want to activate or deactivate the Wi-Fi account, you should follow one of the preceding steps.Enable the Wi-Fi homesite field and use the Change to drop-down to select a new homesite.
Enable the Concurrent device limit field and use the Change to drop-down to select a new device limit.
The change will be made for all of the selected users with an active Wi-Fi account.
If available, you can change the selected users' mobile app and portal account details:
Note: If the occupier is only entitled to use either the portal or mobile app, the fields and naming reflect that.Activate the Portal for each of the selected users:
Enable the Portal account - activate field.
Activate the Mobile app for each of the selected users:
Enable the Mobile app account - activate field.
Deactivate the User account that gives users access to their Portal or Mobile app:
Enable the Portal and mobile app accounts - deactivate field.
Click Submit.
The Edit multiple users dialog box closes, and the changes are applied for all of the selected users.From the confirmation dialog box, click Edit users.
The following success outcomes are expected:
If all users are successfully updated, the Done dialog box opens. Click OK.
If some users were successfully edited, but some were not, the Partially done dialog box opens. Click OK and resolve the issues manually. See Complete partially done edits.
If your changes activate any Wi-Fi, mobile app, or portal accounts, the users of those accounts each receive an email invitation containing sign in details for the given account.
The following error may occur:
If none of your users were successfully edited, the Error message opens. Click OK and either try again or resolve the issues manually. See Repeat failed edits.
Complete partially done edits
If some users were not successfully edited, they are listed in the Partially done dialog box. You can either:
Repeat the bulk edit process, selecting these failed users.
If there are only a small number of failed edits, edit the users individually following the standard (single user) process:
View the details of the first user in the Users page.
Tip: You may be able to tell why the edit failed for this user. For example, if there is a change that is underway for this occupier or if the occupier has been decommissioned since the bulk edit was requested.If the user is in an appropriate state to be deleted, click Edit.
Make and save your changes as required.
Repeat for each of the users.
Repeat failed edits
If the edit process failed and no users were updated, you should repeat the bulk edit process selecting the same users and settings again.
Manage users in bulk
Edit or delete multiple users
Top row (filters and select all)
You can filter the users in the list by their Wi-Fi account and User account details.
Field | Description |
Select all users | Select all of the users that are currently visible in the dialog box. This action:
Tip: If you select all users, every user that is visible in the dialog box is selected. Any users that have been filtered out of the view are not selected. |
Filters:
| The filters above each header row allow you to filter the users that are shown in this view. For each filter:
Note: Which values are available for selection depends on the values associated with the user's Wi-Fi and user accounts. |
Columns (user details)
Field | Description |
Select <user> | Select the check box to the left of an individual row to:
|
Name | The name of a user that can be deleted. Note: Users are not included in this list if they have an action currently in progress. |
Wi-Fi Account | Indicates whether the Wi-Fi account for this user is active or inactive. Note: Wi-Fi Accounts that have been deactivated are in the inactive state. |
Wi-Fi homesite | If the user has an active Wi-Fi account, this field indicates the user's Wi-Fi homesite. |
Concurrent device limit | If the user has an active Wi-Fi account, this field indicates the number of private devices that this user can connect to the Wi-Fi Secure network concurrently. |
Portal account | Indicates whether the user account that entitles this user to connect to the white-labeled essensys portal is active or inactive. |
Mobile app account | Indicates whether the user account that entitles this user to connect to the white-labeled essensys mobile app is active or inactive. |
Actions (bottom-right)
Field | Description |
Cancel | Cancel your changes and close the dialog box. |
Delete all currently selected users. Tip: This button becomes enabled when you have selected a set of users for delete. | |
Edit users | Select all users, and move on to select the changes that you want to apply to all of those users. Click Edit users to open the Edit multiple users dialog box. |
Edit multiple users
If the occupier is not entitled to assign their users Wi-Fi accounts, mobile apps, or portals, the related options are not offered for selection.
Field | Description |
Wi-Fi account |
|
Wi-Fi account
| Activate or deactivate the Wi-Fi account for all of the selected users.
Any user whose Wi-Fi account is activated in response to this change will receive an email inviting them to connect to the Wi-Fi secure network. |
Wi-Fi homesite
| Change the Wi-Fi homesite for all of your selected users. |
Concurrent device limit
| Change the number of devices that the selected users can connect to the Wi-Fi Secure network. |
User account |
|
Portal account
| Enable the Portal account - activate field to activate the Portal for each of the selected users. Once the activation is complete, each newly activated user receives an email inviting them to sign in to the Portal. |
Mobile app account
| Enable the Mobile app account - activate field to activate the Mobile app for each of the selected users. Once the activation is complete, each newly activated user receives an email inviting them to sign in to the Mobile app. |
| Disable any user accounts for the selected users. Deactivating these accounts stops users being able to sign in to the Portal or Mobile app on their next attempt.
|
Further information
If any of your changes activate accounts for your users, they will each receive an email inviting them to connect to the Wi-Fi Secure network, the Mobile app, or the portal as required. If a user does not receive an email, this may be because their account was already active when your change was made.