Update Multiple Company or Partner Users
Bulk edit of Company or Partner users relies on fields defined in Integration and is available only if the User Attribute form has been imported. For Partner users, the only additional attributes that are available for bulk edit are those that were added by importing the User Attribute form.
Note: Bulk update of status is available through the Status button in the Users log toolbar.
To update multiple users in the Users log
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click User Administration > Company Users or User Administration > Partner Users.
- From the log, select users to modify.
- Choose Edit > Bulk Edit.
- Modify the Bulk Edit form as needed.
- Select the Update check box for the fields you want to update. The check box is automatically selected when you type into or modify a field. You can deselect it if you do not want to modify the field at this time.
- Click Update. This launches the bulk update of the selected records.
The Bulk Actions Status window displays after you click Update. This window lets you monitor the progress of the bulk update. Click OK after all records have processed. Click Cancel if you want to cancel the bulk update in progress.
Last Published Tuesday, December 12, 2023