Mass Assign User Roles and Locations

This article explains how to mass-assign user roles and locations in Compliance Manager. This feature allows Admin users to efficiently assign roles and locations to multiple users at once, saving time and ensuring accurate role and access management.

Follow these steps to mass assign user roles and locations:

Step 1.

Navigate to Admin and select Users from the left menu. The Manage Users screen will appear.

Step 2.

Select one or more users by checking the box to the left of each name. This enables access to the Mass Actions ellipsis menu.

Step 3.

Click the Mass Actions ellipsis menu and select Assign User Roles. The Assign User Roles window will appear.

Step 4.

Select the desired Role type from the drop-down list.

Note:

• • For more information about these role types and access levels, refer to the article User Roles and Permissions.
  • The selected role will be applied to all users chosen in this process.
  • If Custom Access Manager is selected, you must specify which modules the user(s) can access across locations.

Step 5.

Select the location/s where the previously selected role should apply to.

Note:

• • Use the Quick Search to find a location, then select the checkboxes next to the locations where the role should apply.
  • There is no location option when assigning the Admin role, as Admins automatically have access to all locations.
  • Selecting an area does not change a user’s default location. Any selected locations are added to their profile if not already included.
    
    

Step 6.

Training (if applicable): For organizations with access to Training, turn on the Training switch and select from the available options. Refer to Training Center Roles and Permissions for more information. If you do not see the Training option, proceed to Step 7.

Note: The Training Access options, may vary between accounts.

Step 7.

Click Assign User Roles to save the selected user's roles and locations. Notes: Processing mass actions may take some time, depending on the number of users selected. These actions run in the background, allowing you to continue working in other areas of the application.

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