Bulk-Editing User Details

Administrators can bulk-edit certain user details. Editing in bulk can save significant time if you are making the same change to multiple users. For example, if you wanted to assign a different enterprise role to a group of users.

Note: Text fields do not support hyperlinks or other HTML formatting.

To bulk-edit user information:

1. On the Administration Home page, under Users, click User List.
   The Enterprise User List displays.
   
   Note: If you used the Quick Filters earlier in your current session, any values you selected are still in effect. To view a complete list of users reset the filters. For more information about using the Quick Filters, see About User List Quick Filters.
2. Select the users you want to edit.
3. In the Checked Item Actions menu, click Bulk-Edit Users.
   The Bulk-Edit Enterprise Users window opens.
4. Edit the field(s) you want to update for all the users.
5. To indicate that a field should be updated, select the box next to the field name:
   
   Only selected fields are updated. Fields that are not selected will not be updated, even if you have made changes to values for those fields.
    
6. If you select a field and leave the field value empty, the edit will clear that field for all selected users.
   
   If the empty value is not valid, a message displays when you attempt to save the edits.
    
7. Fields that cannot be bulk-edited are labeled Not Available for Bulk Edit and do not have a selection box next to their name:
    
8. Editing billing rates has implications for in-progress, on-hold, and not-yet-started workspaces that are using that rate. For information about editing billing rates, see Editing User Billing Rates in Bulk.
    
9. A list of selected users displays on the left side of the window.
   
   If you decide you do not want to make the changes to one of the selected users, clear the box next to that user name.
   
   If you want to add additional users, click Add More Users and select the users you want to include in the bulk edit.
    

5. Click Save to save the edits to the selected users, or Cancel to cancel the edits.
6. The edits are made and a status message displays:

• If the edits can be made on all the selected users, the status message tells you this.
   
• If any of the edits cannot be made for specific users (for example, if you attempt to change the role of the only administrator in the enterprise), no edits for that user are saved (the user is left unchanged). The status message tells you how many users were successfully updated, and which users were not.
  
   

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved