Support Portal

Submit a ticket My Tickets
Login  Sign up

Bulk User Update - User views

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 setting the various user views 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 View'.
  • Select the user view to update: Admin, Calendar, Reporting, Staff Records, or Directory.
  • Select the view to apply: My Record, Reportees, Everyone, Custom, or Direct Reportees.
  • If you selected Custom, please select the custom view to apply.

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.

If you would like to enlarge the video, please click on it to expand.  

Related Guides:

Bulk User Update - Password reset | Bulk User Update - User template | Bulk User Update - Authoriser | Bulk User Update - GroupsBulk User Update - Absence booking

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.