Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: Eportfolio

On Wednesday 22nd October 2025, we’ll be rolling out a series of enhancements to Eportfolio.

Full details of the changes can be found in the Release Notes

Downtime: Please ensure your work is saved and you are logged out between 7am and 7:30am.

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How to import users

  User Roles

This feature can be used by the following user roles:

  • Admin
  1. Click Users
  2. Click Import Users
  3. Select User Group
  4. Select the role you want to import the selected users into Engage as
  5. Select the users you wish to import from Eportfolio
  6. Click Import users

The selected users are now being processed from Eportfolio into Engage. The amount of time this will take is dependent on how many users have been selected, the system will import around 50 accounts per hour.

Information

Users without an existing Eportfolio account will need to be created manually in Engage.

Please note that users without an email address in Eportfolio cannot be imported.

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