Who this guide is for: System administrators – Requires 'System Admin' role, Bulk User Update permission, and Users permission
Overview:
This guide explains how to use the Bulk User Update tool in edays to apply or change authorisers for multiple users at once. This saves time compared to editing each user’s profile individually.
How Bulk Authoriser Updates Work:
The tool allows you to:
- Swap an authoriser – Replace one authoriser with another.
- Apply default authoriser – Assign the default authoriser set in your system.
- Apply record-specific authoriser – Assign authorisers for a specific type of record.
Step 1: Access the Bulk User Update Tool
- Go to Admin Tools > Admin Panel.
- Navigate to Users > Bulk User Update.
Step 2: Configure the Update
- Under What would you like to update?, set Category of Data to Update to Authoriser.
- Select the type of change:
- Swap an authoriser
- Apply default authoriser
- Apply record-specific authoriser
- Choose the authoriser(s) and fill in any additional required details based on your chosen option.
Step 3: Select Users to Update
You can filter and include users in multiple ways:
- Specify Groups – Select by Country, Location, Team, or other group type.
- Specify User Templates – Include all users assigned to a certain template.
- Include Reportees and Leavers – Tick these boxes to include your direct reports and/or leavers.
- Specify Individuals – Search for specific names, click Add, and they will be included.
- Review the List – Remove any individuals you don’t want to include in the update.
Step 4: Apply the Update
- Once all users are selected, click Update Users.
- The new authoriser settings will be applied to the chosen group of users.
Additional Information:
- Authoriser: A person with permission to approve requests for a user or group.
- Requires 'System Admin' role, Bulk User Update permission, and Users permission.
- Tip: Double-check your user selection before applying changes—updates cannot be undone in bulk.
- Use filtering carefully to ensure you only update the intended group.
- Use the search function within the platform to quickly find features or settings.