With the bulk actions menu on the People page, you can bulk assign or update access roles for multiple people at once.
📝Note: These actions only work for people who either already have access rights assigned or who have an email address saved in their profile. Bulk invitations or access role updates do not work for people without an email address.
Bulk assign access roles and send invites
To assign access roles and invite multiple people at once:
Go to the People page.
Select the people without access you want to invite. Make sure each has an email address entered in the Access tab of their profile.
Click Edit.
Under Field, choose Access role from the drop-down.
Select an access role.
Review and update permissions as needed.
Click Update & invite.
💡 Here's a tip: You can import people and bulk add their email addresses from a CSV file.
Bulk update access rights
To update access roles for multiple existing users:
Go to the People page.
Select people whose access you want to edit.
Click Edit.
Under Field, choose Access role from the drop-down.
Review and update permissions as needed.
Click Update.
📝Note: Any individual permissions these people held will be replaced with the permissions of the selected access role.
Bulk update managed departments
To update departments a person manages:
Go to the People page
Select people you want to update
Click Edit.
Under Field, choose Manages from the drop-down.
Select the departments they manage
Click Update.