Bulk Editing allows you to make changes to multiple people at once. There is also a history of recent Bulk Edits that allows you to reselect the same people and apply another bulk edit.
Bulk Editing is only available on the new People page which is rolling out gradually based on permissions. It will start with Administrators, followed sequentially by Editors, Schedulers, Viewers, and finally Scheduled Viewers.
In order to Bulk Edit, you first need to select people. Select people by hovering your mouse over each person's picture and clicking the checkbox that appears.
Once you've selected at least one person, 2 things happen.
- The select all checkbox at the top of the table changes to deselect all with a minus sign. Clicking it will clear all selections.
- The Bulk Edit button in the action bar will turn green to indicate you are ready to Bulk Edit.
Click the green Bulk Edit button in the action bar.
Bulk Editing Options
The Bulk Edit window allows adding and removing Tags and assigning people to positions within Teams. In addition, Administrators can also set file access, change permissions, and archive people.
The top of the window shows the pictures of the selected people, unless you've selected more than 100 people, in which case they aren't shown.
Permissions & File Access
Only Administrators will see the Permissions & File Access fields.
For Permissions, first choose either General Permissions, or a specific Service Type or Folder. Then a second dropdown will appear where you can choose the actual permission.
To Archive people, choose "General Permissions" in the top box, and then "Archived" in the second.
To change permissions for File Access, choose either Yes or No for each option.
Once you've set any options you want changed, click the Update button.
While the updates are being applied, you'll see a progress bar at the top. Any people who are pending updates will also have a spinner around their picture.
Recent Bulk Updates
To access recent Bulk Edits, click the Bulk Edits button at any time.
Then choose "Recent Bulk Edits" at the bottom left.
You'll see all Bulk Edits performed by anyone in your account for the last 30 days. If there are enough, there might be multiple pages you can access using the page buttons at the bottom.
- You'll see who performed each update and when it was applied.
- All options chosen as part of the update are shown below.
- Reselect the same people if you'd like to apply a new update, or if you'd like to attempt to undo it.
Undoing a Bulk Edit
Bulk Edits can't simply be undone, but depending on what was updated, you might be able to reverse it by applying an opposite update.
Updates can't be undone because each person might have changed differently. For example, if you have a tag with options for yes and no, and you only allow one option to be chosen per person, when you apply a bulk edit to add the Yes tag, it was added to people who didn't have an option. However anyone who already had it set to No, had it changed from Yes to No. See the Tag Warnings above for other examples.
So to try and reverse an update, apply an opposing update. If a tag was added, reselect those same people and remove the tag.