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Manage member roles in bulk

You can assign product roles in bulk, in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 4 months ago

As well as using an import to update members' roles in bulk, it's also easy to select multiple users from the members area and apply updates in bulk.

This is a quick way to apply ad-hoc updates and doesn't risk overwriting any other data as an import might.

  1. Navigate to the Members area.

  2. Search for the members whose roles you'd like to update.

    • You can select all without searching by clicking the two ticks to the right of the filter symbol.

    • You can search filter by tag if you'd like to update, for example, all staff in a specific location.

    • You can select a user and then perform a new search to add to the list of users to update.

  3. Select each member by clicking the tick at the top left of their name card.

    • Click the first member in a list, then, whilst holding shift, click the last member, to select these two members plus everyone in between.

  4. Click Add in the Actions panel on the right.

  5. Click Assign product role.

  6. Select appropriate Product name from the dropdown.

  7. Select appropriate Role from the dropdown.

    • Some products may require you to complete a user's setup from within the product itself before you can assign a role.

  8. Click Assign.

    • Whilst you have still selected a specific group of members, you can repeat the above steps to perform a number of actions in one go.

  9. Click Apply at the bottom of the Actions panel on the right.

  10. Click Confirm then click Close.

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