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Mass Actions With Account Users

Table 19. Availability - Legacy plans


Overview

Mass actions on the user management page are only possible on Business and Enterprise accounts. All users except collaborators and external users can perform mass actions, though the actions they can select may be limited.

Use mass actions in the User Management section to perform the same action for multiple users at once.

Perform mass actions with account users

Mass_Actions_With_Account_Users-Perform_mass_actions_with_account_users.png
  1. Click your profile image in the workspace's upper right-hand corner.

  2. Click Settings.

  3. Under Account Management select Users in the left-hand menu 1.

  4. Check the box to the left of relevant users' names 2 (to select a range of users check the first, hold down Shift on your keyboard, and select the last in the range. To select all users, click the box to the left of Name).

  5. Select the action you want to perform in the panel that appears on the right 3.

  6. Follow the prompts in the pop-up window and select the relevant changes.

Action

What it does

Not available

Add to a group

Adds selected users to a user group of your choosing

  • If you select a user who has declined an invitation

Create new group

Creates a new user group and adds selected users to it

  • If you select a user who has declined an invitation

  • If the account has reached a maximum number of user groups

Move to another group

Removes selected users from a current user group and moves to another user group of your choosing

  • If you select users from one of the automatically created default user segments: All users, Group admins, Ungrouped

Remove from group

Removes selected users from the current user group

Update work schedule

Lets you change a work schedule assigned to selected users

  • If you select a user with a pending or declined invitation

  • If you select a user who has higher rights (on Business accounts) or higher or the same rights (on Enterprise accounts) as you

Update license type

Allows you to change user license types; note that you can’t grant an admin role using mass actions

  • If you select a user who has higher (on Business accounts) or higher or the same rights (on Enterprise accounts) as you

Deactivate/activate

Deactivates or reactivates selected users

  • If you select a user with a pending or declined invitation

  • If you select a user who has higher (on Business accounts) or higher or the same rights (on Enterprise accounts)* as you

  • If you select a user who's a member of multiple accounts

Delete from account

Deletes selected users from account

  • If you select a user who has higher (on Business accounts) or higher or the same rights (on Enterprise accounts) as you

Resend invitations

Resends invitation emails to selected invitees

  • If you select a user who has already accepted the invitation

Note

Account owners have the highest possible rights. On Enterprise accounts, admins with the right to grant/revoke admin rights have higher rights than regular admins without this permission.

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