This guide has been created for system administrators.
Specific role permissions may be required, including: Bulk User Update | Users.
The Bulk User Update Tool allows you to make changes, collectively, for subsets of users. Users can be included by template, group, or individually.
This guide provides steps for managing the template users are assigned to, in bulk, using the Bulk User Update Tool.
Accessing the Tool
Step by step guide:
- Navigate to Admin tools > Admin panel.
- Go to Users > Bulk user update.
What would you like to update?
Step by step guide:
- Set the 'category of data to update' to 'User Template'.
- Select the template to apply.
n.b. users cannot not be assigned to multiple templates. Following the bulk user update, the selected users will no longer be associated to their current template.
Who would you like to update?
This section provides the filtering of which users you would like to update.
- Specify groups allows you to include users that fall under a certain Country, Location, Team, or any other Group type.
- Specify user templates can be used to include all users from the specified template in this update.
- Include reportees and leavers gives you two boxes you can check to ensure your own reportees are included, and any leavers that fall under the view are included.
- You're then able to Specify individuals; you can start typing a user's name to search for them, then click add and they'll be included in the list for this update. You can add any number of individual users.
- Finally you can view a list of users who you've included in this update, and, if you'd like, you can click Remove to exclude any specific individuals from the update.
Once you have made the required selections, click the Update Users button.
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