Working with Bulk Permissions Editor

Administrators can use the Bulk Permissions Editor to assign and remove roles and to change general settings for multiple users at once.

Important: Bulk actions are not reversible.

Use the Bulk Permissions Editor

1. Click Settings & Tools > User Setup, and then click Bulk Permissions Editor.

2. Click Bulk Permissions Editor.

3. Select the users you want to change with this bulk action.

   Note: As you select users, the number of currently selected individual users displays in the selection pane on the right. You can click the user count to view a list of the selected users.

   

   Select All Users at Once

   • To quickly select all users, click Add All From All Sites.

     Note: If too many items return, start typing a user's last or first name in the Search box to narrow the list. The user list is filtered to include only those users whose names contain the characters you typed. Select a name to add it.

     

   Select All Users from One or More Specific Sites at Once

   1. For Site, click , and then select a site containing users whose roles you want to edit or select Allow multiple selections.

      

   2. Click Add All From Selected Site(s).

      

   Select Users Individually, by Groups, Departments, or by Job Titles

   • Select a site containing users whose roles you want to edit or select Allow multiple selections, and then for Select From, click , and select Users, Groups, Departments, Department Groups, or Job Titles, and then click OK.

     

   Select Archived Users

   • Select the Show Archived Users (In Red) check box to view and edit previously archived users.

     

   • When using the +Add All From Selected Site(s) or +Add All From All Sites option, select Show Archived Users (In Red) to include archived users in the user count.

     

4. On the Workflow Roles tab, select any of the check boxes in the Available Roles list, click Add to Selected Users, and then click Next.

   • To remove a role, click Remove from Selected Users.

5. On the Disclosure Roles tab, click to change the default setting, and then click Next.

6. On the System Roles tab, select a site or All Sites (Global System Roles), and then select any of the check boxes in the Available Roles list, and click Add to Selected Users, and then click Next.

   • To remove a role, click Remove from Selected Users.

7. On the General Settings tab, click to change the default settings for the Domain or Lock user out of system settings, and then click Add to Selected Users.

8. In the Bulk Edit Results pane, click All Messages, Successful, or Error, to review the list of results, and then click OK.

   Note: There is a limit of 500 results returned in the Bulk Edit Results pane.