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Managing users via CSV

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You can manage the users on your plan right in the Skills platform.

However, if you’re managing large organizations, you can use a CSV upload to simplify the process and reduce human error.

Who can use this?

  Stnd Prem Strt Pro Ent
Learners:          
Managers:          
Admins:     ✓ ✓ ✓
Learn more about Skills plans and roles
 

Tip: See also APIs and integrations to learn how to leverage APIs to manage your users.

Adding new users

Whether you’re just starting to set up users in Skills or wanting to add new users to your plan, you can use a CSV template to add them. You can add learners, team managers, and plan admins during the same upload.

Creating a custom template

  1. On the Directory tab of the People page (opens in new tab), click the Download icon.
  2. Click Download all users in CSV import template.
  3. The file will download to your system’s Downloads folder. Depending on the size of your plan, this may take some time to process. Once downloaded, open the file in a spreadsheet program.
  4. Delete all rows except the header row. Do not reorder or alter the column names in the header row.
  5. Save the CSV template for future use. We recommend adding “template” and a date/time stamp to the filename for easy identification.
  6. To avoid confusion, delete any previous templates you may have saved.

Note: This template will be unique to your plan and will include the license types your plan has purchased. It will be accurate at the time you create it, using the steps above.

If, in the future, you change or purchase different license types, you'll need to create a new custom template for future CSV uploads.

Populating your custom template

  1. Open your custom template in your spreadsheet program. See Creating a custom template above if you need to create or refresh your template—for example, if you changed or purchased different license types since your last upload.
  2. Do not alter or reorder the column names in the header row.
  3. Populate the following columns of the spreadsheet for each new user, using one row per user:
    • PlanUserId: Leave this blank when adding new users.
    • Email: Enter the primary email address.
    • Note: If desired, enter an employee ID or other identifier.
    • Teams: If desired, enter one or more teams to assign the user to. Separate multiple teams with a semicolon, if applicable.
    • IsAdmin: Enter “TRUE” to make the new user an admin; enter “FALSE” or leave blank otherwise.
    • IsManager: Enter “TRUE” to make the new user a team manager; enter “FALSE” or leave blank otherwise. If you enter “TRUE”, you must also complete the TeamsManaged field.
    • ManagerPermission: If the user will be a team manager, enter their permission level, or leave this blank to use the plan’s default permission level. Choices include “Basic”, “Limited”, or “Full”. See Managing team managers to learn about each of these permission levels. Leave this blank if not applicable (not a manager).
    • TeamsManaged: If the user will be a team manager, enter one or more teams they'll manage. Separate multiple teams with a semicolon, if applicable. Leave this blank if not applicable (not a manager).
    • [Plan and add-on license types]: Between the TeamsManaged and the Action columns, you'll find one or more plan and add-on license type columns, which are unique to your plan. Enter “TRUE” for each license you wish to assign; enter “FALSE” or leave blank otherwise (entering “FALSE” or leaving this field blank has the same effect). Please see the tip below to avoid creating unlicensed users.
    • Action: Enter “Invite”. If you leave this blank, no action will be taken.
  4. Follow the instructions below to import your completed CSV.

Tips

  • Manager permission: To find your current manager permission level, click Configure on the Managers tab of the People page (opens in new tab).
  • Skills license types:
    • Learners: If both the IsAdmin and IsManager fields are “FALSE” or blank (i.e., for a standard learner), you must assign at least one plan license to avoid creating an unlicensed user.
    • Leaders: Plan admins and team managers don’t need a Skills license to manage their team or curate content in channels. But without a license, they can’t watch paid content. Licenses can be assigned later, if needed.
    • Available licenses: You must purchase licenses before you can assign them to users. You can find the number and type of licenses available to your plan on the Plan tab of your Account page (opens in new tab).
    • Plan licenses vs. add-on licenses: There's currently one add-on license type available to purchase for your Skills plan: Labs. All other licenses are considered plan licenses. You must assign users a plan license in order to assign them an add-on license.
    • Legacy Tech Foundations plans: Legacy plans required Tech Foundations licenses to either be purchased as a stand-alone plan, or as an add-on to a Skills plan. Current plans, however, allow you to purchase Tech Foundations as a plan license, allowing greater flexibility in customizing licenses on your plan. If you wish to convert a legacy Tech Foundations plan to a current plan, please speak with your Pluralsight contact.
  • Batch size: Limit your CSV to 1,000 rows for a successful upload. If you need to add more than 1,000 rows, upload multiple CSVs.

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Editing or removing existing users

If you already have users set up in Skills, you can download a CSV of all users on your plan, make your edits, and then upload your edited CSV to the platform.

  1. On the Directory tab of the People page (opens in new tab), click the Download icon.
  2. Click Download all users in CSV import template.
  3. Save the CSV file as a backup in case you need to revert to the original state. We recommend adding “original” and a date/time stamp to the filename for easy identification.
  4. Make a copy of the file with a unique filename. This is the copy you’ll use to make your edits and, eventually, import back into Skills.
  5. See the respective instructions below to edit users or remove users.
  6. When finished, follow the instructions below to import your completed CSV.

Tips

  • When importing, Skills will only update users (rows) that have been modified from the CSV you downloaded—and that include “Update” or "Remove" in the Action column.
  • Skills will ignore the following:
    • Blank cells
    • Cells with no changes
    • Rows that you remove entirely
    • Rows that do not include “Update” or "Remove" in the Action column
  • To help reduce human error and ensure that Skills will ignore them, we recommend:
    • Deleting the contents of any cells that you don't wish to modify
    • Deleting any entire rows that you don't wish to modify
  • For example, if you’re updating a user’s team, the only columns that you need to populate are PlanUserID, Team, and Action.

Editing users

  • Do not alter or reorder the column names.
  • Do not alter or delete the value in the PlanUserId column. This is a system-generated field used to uniquely identify a user.
  • You can edit any of the following fields. See Adding new users above for descriptions of these fields.
    • Email
    • Note
    • Teams
    • IsAdmin
    • IsManager
    • ManagerPermission
    • TeamsManaged
    • [Plan and add-on license types]—unique to your plan
  • Enter “Update” in the Action column for each user (row) you have modified.

Tips

  • To remove a user from all assigned teams, enter “Unassign” in the Teams column.
  • If you want to remove the user from your plan, don’t just remove their license(s). This will create an unlicensed user which will remain on your plan. Instead, follow the steps below for removing users.

Removing users

A learner's account will remain tied to the team plan until a plan admin removes it or the plan expires. If all you do is remove a learner's license(s), they’ll remain on your plan as an unlicensed user.

Note: When you remove a user from your plan, they lose access to their Pluralsight account. To learn more about what happens when users are removed from a plan, see Pluralsight Skills individual accounts and team plans.

Follow these steps to remove admins, team managers, licensed users, and unlicensed users from your team plan:

  • Do not alter or reorder the column names.
  • Do not alter or delete the value in the PlanUserId column. This is a system-generated field used to uniquely identify a user.
  • Enter “Remove” in the Action column for any users you wish to remove from the plan.

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Importing your CSV

Whether adding, editing, or removing users, you must upload your CSV when you’re done with your edits.

  1. After editing your CSV file, save your changes and close it.
  2. On the Directory tab of the People page (opens in new tab), click Import CSV.
  3. Click Choose file and navigate to and select your CSV file.
  4. Click Upload to import your file.

See the next section to learn how to confirm your upload.

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Confirming your upload

When you upload your CSV, Skills will automatically download a confirmation CSV showing you the results of the upload. Find this in your system’s Downloads folder. Check the Message column of the confirmation CSV to make sure the changes to each row were successful.

If the Message column contains “Success”, the respective row was updated successfully.

Any other value in this column indicates a failure for that row. An error in any column will result in failure for the entire row; no partial changes will be made.

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