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Batch enrollment of existing users?

Are you a Director, Presenter, Reviewer or Conference Manager in need of help? Want to talk to us about workflow issues? This is your forum.

Moderators: jmacgreg, michael

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This forum is meant for general questions about the usability of OCS from an everyday user's perspective: conference managers, presenters, and directors are welcome to post questions here, as are librarians and other support staff. We welcome general questions about the role of OCS and how the workflow works, as well as specific function- or user-related questions.

What to do if you have general, workflow or usability questions about OCS:

1. Read the documentation. We've written documentation to cover from OCS basics to system administration and code development, and we encourage you to read it.

2. take a look at the tutorials. We will continue to add tutorials covering OCS basics as time goes on.

3. Post a question. Questions are always welcome here, but if it's a technical question you should probably post to the OCS Technical Support subforum; if you have a development question, try the OCS Development subforum.

Batch enrollment of existing users?

Postby Jefficus » Wed Jan 05, 2011 10:05 am

I know it is possible to enroll a group of users from a role in one conference to the same role in another conference, but is there a way to do this from one role to a different role within the same conference? For example, I created a group of track directors and forgot that they all might be submitting as authors to the conference as well. I'd like to just enroll the whole group as authors rather than do this manually. (I have 40 track directors.)
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Re: Batch enrollment of existing users?

Postby jmacgreg » Tue Jan 11, 2011 2:01 pm

Hi Jefficus,

You can't do this in one go on a per-group basis, but you can do this in a somewhat batch fashion: log in as a Conference Manager, and from your User Home page click the Author role link under the scheduled conference in question. Click "Enroll Existing User", and then check off all the users you want enrolled as an author.

Cheers,
James
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Re: Batch enrollment of existing users?

Postby jmacgreg » Tue Jan 11, 2011 2:03 pm

One more quick note -- if you have hundreds of users already in the system, and don't want to continuously page through the user list, you can set the list # in Website Management -> Setup Step 3.5 to 0 so that all users are displayed on one page.

Cheers,
James
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Re: Batch enrollment of existing users?

Postby Jefficus » Wed Jan 12, 2011 8:32 am

That does indeed simplify things a bit for me. It's slightly sub-optimal, because it requires that I know the names of all the users that I want to enroll, so it doesn't eliminate the need for a group-to-group enrollment feature, but I can make it work for my short-term need. Thanks James.
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