Availability
User batch operations
A number of batch operations with users are available. These include assigning the same set of job roles or skills to a selection of users, or assigning one or more users to a space or spaces.
The following operations are currently available:
- Assign/unassign job roles;
- Add to/exclude from teams;
- Assign/unassign skills;
- Add to/exclude from spaces.
In this article
Batch operation panel
The Users batch operation panel is shown on the screenshot below:
Job roles
To assign a job role as a batch operation:
- Click through User menu > Company settings > Users.
- Click the selection mode button (
) at the top of the left-most column.
- Select the users to perform a batch operation on.
- Click Job roles on the batch operations panel above.
- Select a job role to assign to the selected users.
- Click Save.
To change a group of users' job role in batch, repeat the steps above selecting a different job role.
Teams
For batch operations on teams, please see Company settings - Teams.
Skills
For batch operations on skills, please see Company settings - Users (Part IV).
Spaces
To add/exclude one or more users to a space or spaces, use the following batch operation:
- Click through User menu > Company settings > Users.
- Click the selection mode button (
) at the top of the left-most column.
- Select a user or a group of users to assign to/exclude from one or more space.
- Click Spaces on the batch operation panel.
- Select one or more spaces to add the selected users to/exclude them from.
- Click Add/Exclude, respectively.