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 Attributes 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 Attributes 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:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Company Users or Partner Users.
  3. From the log, select users to modify.
  4. From the Edit menu, select Bulk Edit.
  5. Modify the Bulk Edit form as needed.
  6. Select the Update checkbox for the fields you want to update. The checkbox 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.
  7. Select Update. This launches the bulk update of the selected records.

    The Bulk Actions Status window displays after you select Update. This window lets you monitor the progress of the bulk update. Select OK after all records have processed. Select Cancel if you want to cancel the bulk update in progress.


Last Published Monday, October 13, 2025