Bulk Update User Permissions
It's now even easier to manage users' accounts and permissions using the all-new bulk update workflow!
Bulk Update Workflow
- Download the Master CSV
- Edit the Master CSV
- Upload the updated Master CSV
1. Download the Master CSV
To download your Master CSV, click Download CSV in the top left corner of User Mangement. Save the file to your desktop, then open the file in a spreadsheet editor of your choice.
2. Modify the Master CSV
Using your spreadsheet editor, make the necessary user permission changes. Save and export the spreadsheet as a CSV file. Ensure the Master CSV formatting is correct and all columns contain valid values.
Protip: Master CSVs can be broken up into smaller CSV, as long as they have the required column headers and are formatted appropriately.
3. Upload the Master CSV
Once your CSV is ready to go, it's time to re-upload.
- Click Bulk Add/Update
- Drag your CSV into the upload field
- Click Upload CSV
Once uploaded, you will receive a confirmation message and any error messages that the CSV may have caused.