Percipio Learning - How To Add/update User Attribute

Percipio Learning - How To Add/update User Attribute

Percipio allows you to include additional user attributes and update it for all the Users on Percipio. For example, there are currently users and a few attributes, and you intend adding an attribute called ‘Grade’. You want the new grade to be included for all existing users on the platform.

Follow the steps below on Percipio:

Create the New Attribute

Users > User Attribute > Create User Attribute e.g Grade.

 

Download the current user data which contains all user details and existing attributes.

Users > User management > Download Import Template

 

On the downloaded sheet, delete all unnecessary columns except the ‘externalUserId’ column and the newly created attribute column

NOTE: Percipio will use the ‘externalUserId’ column to update any other existing field.

 

Populate the column for each corresponding externalUserId

 

Upload the populated .csv file.

Users > User management > Bulk Import Users

Validate, clear any errors if necessary and upload the .csv file.

Confirm the new attributes has been added for each user on Percipio.

    • Related Articles

    • Percipio Learning - Create a Percipio User Attribute

      Use the Percipio User attribute if the values will represent the relationship between an audience and a Percipio user (for example, a manager, a supervisor, an HR partner, a division head, or a mentor). Values for this attribute are automatically ...

    • Percipio Learning - Add a User to an Existing Audience

      You can add a user to an existing audience. Prior to modifying users, see Important information about audience modification and assignments below. From the Admin menu, click USERS > Audience Management. Locate the audience you want modify. In the ...

    • Percipio Learning - User Listing Report (New)

      The User Listing report displays a full listing of all users within Percipio. Percipio may take up to 24 hours to include relevant activity in this report. Report insights The User Listing report shows you: A list of active and inactive users in ...

    • Percipio Learning - User Summary Report (New)

      The User Summary report provides an overall summary of each user's Percipio usage within your organization including Digital Badges earned. Percipio may take up to 24 hours to include relevant activity in this report. Report insights The User Summary ...

    • Percipio Learning - Update Existing Users by Bulk Import

      If you want to make a change to multiple users, for example, change them from active to inactive or populate a new user attribute, you can use the bulk import feature. To update a single user, see Edit an Existing User. Note: We recommend you that ...