Adminstrators: Flag a batch of users

After you've tested the initial upgrade with a few user profiles, you should export a spreadsheet of user profiles and use that to flag a batch of accounts for the TR Upgrade.
  1. Go to the
    TR Upgrade
    screen.
  2. Mark the user profiles you'd like to export.
  3. Select
    Export
    .
  4. Go to your
    Notifications Queue
    and download the
    UserImportUpgradeTemplate
    spreadsheet.
  5. Open the spreadsheet and enter an upgrade option for each active user.
  6. Save your modified sheet and go to the
    TR Upgrade
    screen.
  7. Select
    Import Users for Upgrade
    and select your modified spreadsheet from the place you saved it to.
  8. Your view refreshes and you'll get a confirmation message if the import was successful. You can verify the success by reviewing the information on the page for the updates you made.

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