How do I assign a property?
Welcome! 👋 Here you’ll learn how role and location properties are assigned individually and in bulk.
Assign with invitation
Assign properties during the invitation process using either of the two methods:
📧 Email invite
When inviting learners, you can choose properties from the dropdown menus Role
and Location
.
- Go to
Learners
page on the LMS - Tap the
Invite learner
at the right - Select the option
Send an invite
- Search for the name of the role to assign the
Role
property - Click on the arrow on the right to select a
Location
property from the ones created
💡 Note: To see how to create a Location property you can check this article.
📥Upload CSV
When inviting learners from a CSV, you can choose properties from the dropdown menus Role
and Location
.
- Go to
Learners
page on the LMS - Tap the
Invite learner
at the right - Select the option
Upload CSV
- Search for the name of the role to assign the
Role
property - Click on the arrow on the right to select a
Location
property from the ones created
💡 Note: To see how to create a Location property you can check this article.
⚠️Warning: Role cells must match our database in order to be assigned. For example, if you want to assign the QA Analyst role to a user, the sheet has to contain exactly this name. Here you can check the list of default roles.
Assign to existing learners
👤Individual
From the profile
- Go to
Learners
page - Select the learner from the list or search by name or email using the search box on the right
- At the learner page, tap the button
Edit
, on the right of theProperties
menu at the right of the page - Done! There you can:
- Assign,
- Change or
- Remove the properties of a specific learner by selecting the option
No property
💡Remember to always click on the Save button after making the changes and assignments
From the learner table
- Go to
Learners
page - Select a learner from the list by clicking on the check box at the left of the learner’s name
- The action bar will open. Select the last option called
Edit properties
- Done! There you can:
- Assign,
- Change or
- Remove the properties of a specific learner by selecting the option
No property
💡Remember to always click on the Save button after making the changes and assignments
👥Bulk
From learner table
- Go to
Learners
page - Select multiple learners in the table by clicking on the check box at the left of the learner’s name
- The action bar will open. Select the last option called
Edit properties
- Done! There you can:
- Assign,
- Change or
- Remove the properties of a specific learner by selecting the option
No property
💡 Remember to always click on the Save button after making the changes and assignments
⚠️Warning: Updating a property for multiple learners overwrites the existing property.
From settings page
- Go to
Properties
, at theSettings
menu on the LMS - Tap the button
Bulk assign properties
at the right - Choose the method:
- Paste details: Here you’ll need to paste or write the emails and select the information/properties by hand. Note that by doing this you’ll be assigning the same role/location for all the users you select.
- Upload CSV: Here you’ll only need to select the file with the information.
⚠️Warning 1: Role cells must match our database in order to be assigned. For example, if you want to assign the QA Analyst role to a user, the sheet has to contain exactly this name. Here you can check the list of default roles.
⚠️Warning 2: In this case, the learners must already exist in the organization.
💡 Note: to remove the property of multiple learners at the same time, follow the same process of assigning properties by using a CSV file. However, instead of the location or role names, the columns must contain No [property]
or simply be left in blank. Check the example bellow:
Name | Group | Role | Location | |
---|---|---|---|---|
Emily | emily@slangapp.com | Slangers | No [property] | No [property] |
Isabella | isabella@slangapp.com | Slangers | No [property] | No [property] |
If you want to learn more about how to create and assign a property, you may find the following articles useful:
- How do I create a property?
- How do I assign a property?
In addition, if you need any extra help, don't hesitate to reach out to us at support@slangapp.com.
Best,