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Mass Actions With Account Users

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Wrike Documentation Team

Wrike Documentation Team

TL;DR

Mass actions let you manage multiple users at once (available on Business, Pinnacle & Apex accounts). Go to Settings > Users, check the boxes next to users, then choose an action from the right panel—like add/move/remove from groups, update work schedule or user type, activate/deactivate, delete, or resend invitations. Some actions are restricted based on user status or permission levels.

Table 19. Availability - Legacy plans

Free Professional Business Enterprise
Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.;

Table 20. Availability

Free Team Business Pinnacle Apex
Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team;

Overview

Mass actions on the user management page are only possible on Business , Pinnacle and Apex accounts. All users except External Users, Collaborators, Contributors or Viewers 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.

How to Perform Mass Actions With Account Users

Edit_SettingsMenu.png
Mass_Actions_With_Account_Users-Perform_mass_actions_with_account_users.png
  1. Click on your profile image in the sidebar 1.
  2. Click Settings 2.
  3. Under Account Management select Users in the left-hand panel 3.
  4. Check the box to the left of relevant users' names 4 (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 5.
  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 Pinnacle & Apex accounts) as you
Update user 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 Pinnacle & Apex 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 Pinnacle & Apex 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 Pinnacle & Apex 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 Pinnacle & Apex accounts, admins with the right to grant/revoke admin rights have higher rights than regular admins without this permission.

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