Organizations syncing user data via SFTP can easily archive users who are no longer enrolled/with the organization.
This article will cover the following:
- Understand Data Sync and User Retention
- Tips and Instructions if not Syncing the Membership.csv File
- Bulk Archive Users by Enrollment Status
Understand Data Sync and User Retention:
- Courses, students, and instructors are not automatically deleted from the system. If a student, instructor, or course record appears one week and not the next, it remains in the database unchanged. This simply means it’s no longer syncing.
- Using the
memberships.csv
file enables automatic archiving of users during sync. When you use this file to sync users to subgroups, any users no longer listed in the file will be automatically removed from the group. For detailed instructions, refer to the SFTP documentation under thememberships.csv
file section.
Tips and Instructions if not Syncing the Membership.csv File
- Archive users (to hide them) if you no longer need them active. Anyone listed in the current sftp file will be marked as an active user.
- It’s best to archive users after confirming that only active students or instructors are included in the sync files.
- If you archive users and they are still being sync'd, then the sync will restore their membership to the group.
Bulk Archive Users by Enrollment Status:
-
- From your Group Admin Dashboard under under More Tools > Data Syncing, the 'Is Entire School' setting can be enabled, all students or instructors in the file will be flagged as Yes or No under ‘Education > Currently Enrolled.’ in Manage Users. Those no longer synced will be marked as ‘No’ under this column.
- Navigate to Users > Manage Users.
- Use Configure Layout to hide or show columns in the grid, reorder by dragging and dropping, and apply your changes.
- Filter based on enrollment status. Set ‘Education > Currently Enrolled’ to "No" to find users who are not currently enrolled.
- After filtering for users marked ‘No’ in the 'Currently Enrolled' column, use the check mark to select your users (or select all) filtered by No and use Bulk Actions to archive them all at once.
- From your Group Admin Dashboard under under More Tools > Data Syncing, the 'Is Entire School' setting can be enabled, all students or instructors in the file will be flagged as Yes or No under ‘Education > Currently Enrolled.’ in Manage Users. Those no longer synced will be marked as ‘No’ under this column.
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