Restore or update the ability to add Roles through Data Import!

A process that we relied upon in the past for isolating students (parents) to receive a specific form has been significantly disrupted by the removal of the ability to add roles to students through data import. Please vote on my idea to bring this functionality to Core again:

K12CO-I-3707 @Jessi Walters @Jacqueline Koca @Michael Morrissette

Thank you!

Comments

  • @Lauren Henderson Apologies if I am misunderstanding the post however, I believe I accomplished your goal by using the “Role Assignment” import

    Contact Card-Import/ Refresh → Role Assignment → [View file layout help] → chooose the correct schema “Assign 'Other' role type by user_id”

    I created a custom friend role with no tasks and assigned my new parents this role.

    hope this helps sorry if i misunderstood,


  • @John Bozek that might get me there! I was trying to go through the Role Management import node… I will give it a try. Thank you!

  • @John Bozek it worked perfectly!!! Thank you so much for providing a solution that Support could not.

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