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Bulk-Assign Users to Learner Portfolios

Overview

This feature allows you to assign one or more users (e.g., tutors, assessors) to multiple learner portfolios at once.

Who Can Use This Feature?

This feature can be used by the following user roles:

  • Centre Manager

  • User Manager

If you do not have one of these roles, please contact your Centre Manager.

Steps to Bulk-Assign Users

  1. Navigate to Users

    • Click Users in the navigation menu.
  2. Open Allocations

    • Click the Allocations tab.
  3. Filter Learners (Optional)

    • A list of all learners in your Centre will appear.
    • Use the drop-down filters to narrow the list if needed.
  4. Select Learners

    • Tick the checkbox next to each learner you want to assign a user to.
    • To select all learners on the page, click Select in the column heading.
  5. Scroll to the Bottom

    • The assignment options are located at the bottom of the page.
  6. Choose the User

    • From the available drop-down lists, select the user you want to assign to the chosen learners.
  7. Submit

    • Click Submit to apply the changes.

ℹ️Important Notes

  • Use filters to quickly find the right learners.
  • If your learner list is paginated, repeat the process for each page.
  • Ensure the user you want to assign is active and visible in your Centre.

Troubleshooting

IssueSolution
Cannot see Allocations tabCheck your role permissions.
User not in drop-downConfirm the user is active in your Centre.
Learners missing after filteringClear filters or adjust criteria.

Terminology

Please note that the terminology used in this article may be different depending on your Centre.

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.

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