Edit users in bulk in Amazon Connect

PDFRSS

Bulk edit mode enables you to quickly edit the attributes that are common across user records, such as routing profiles, security profiles, and tags.

Tip

While a batch of bulk edits is being processed, you can continue working on the User management page, such as selecting more records to edit or delete, in bulk or individually. This is useful for quickly updating settings, such as routing profiles for groups of agents.

1. Log in to Amazon Connect with an Admin account, or an account assigned to a security profile that has Users - Edit permission.

2. In Amazon Connect, on the left navigation menu, choose Users, User management.

3. If needed, choose Add filter to specify a subset of users, such as users with a specific Routing profile. This option is shown in the following image.

   

4. To quickly update a large number of users, at the bottom of the table choose to display 100 rows per page, as shown in the following image.

   

5. To edit all the records on the page, choose the top box. Otherwise, select one or more records you want to edit at the same time. Choose Edit.

   

6. On the Bulk edit page, in the Settings section, you can choose the following settings for all of the selected users:

   • Security profile

   • Routing profile

   • Phone type

   • After Call Work (ACW) timeout

   • Agent hierarchy, if this has been set up

   • Tags

7. Choose Save to apply your changes to the selected records.

8. While that batch of user records is being updated, you can continue working on the User management page, performing other create, edit, and delete tasks on user records.

Perform other edit tasks while a batch of bulk edits is being processed

After saving an update for a group of users, you can either make additional changes on the Bulk edit page (for example, edit other user details such as contact information) or you can choose different user records to edit.

Important

As long as you remain on the User management page, your update request will continue to be processed. Review the messages at the top of the page for the status of the update.

The following image shows an example of message at the top of the User management page that Amazon Connect is updating a batch of user records.

When you perform additional tasks on the User management page, Amazon Connect appends the next request to create, edit, or delete user records to the existing status message at the top of the page. Amazon Connect sequentially processes them in bulk.

Following are some tips about how Amazon Connect processes bulk edit requests.

• If you choose Cancel during a bulk create, edit, or delete, only those requests not yet processed are canceled.

• A message displays how many users were successfully updated. Choose Refresh to refresh the page with the list of the updated users.

  

• If some user records fail to be updated, a message similar to the following image is displayed:

  

  You have the following options:

  • Choose download the CSV to discover the reason changes weren't updated. In the following example, the agent hierarchy was deleted before the user records were saved.

    

  • Choose Try again to resubmit only those user records that failed. The others were already successfully updated.

  • Choose Edit to be directed to the Bulk edit page so you can change the input for the user records that failed.

    

  • Choose Cancel to not do anything with the 3 user records that weren't updated.

Edit other user details

You can page through selected user records to make updates to contact information, rather than choosing and opening each record individually.

1. On the Bulk edit page, select the user records you want to edit.

2. Choose the Edit (pencil) icon next to individual users to make updates.

3. A dialog box opens for the individual user. Make your changes, and choose Submit.

4. If needed, choose Previous and Next to open the next user record in the list. The following image shows the Edit dialog box for a single user while in bulk edit mode.

   

Edit user settings programmatically

You can change the following values programmatically across selected users. The users are changed to the same value.

Property	API	CLI
Routing profiles	UpdateUserRoutingProfile	update-user-routing-profiles
Security profiles	UpdateUserSecurityProfiles	update-user-security-profiles
Tags	TagResource UntagResource	tag-resource untag-resource
User hierarchies	UpdateUserHierarchy	update-user-hierarchy
User phone configuration	UpdateUserPhoneConfig	update-user-phone-config

You can edit the following identity and contact information programmatically for an individual user: first name, last name, email address, mobile number, secondary email address. Use the following API or CLI:

Property	API	CLI
Identify and contact information	UpdateUserIdentityInfo	update-user-identity-info