How to Bulk Edit Users
How to Bulk Edit Users
The Bulk Edit Users feature allows admins to quickly perform actions on multiple users at once — perfect for onboarding, managing teams, or cleaning up your user list.
Instead of editing each user individually, you can now make changes in bulk, saving time and reducing manual effort.
Why use Bulk Edit Users
Bulk Edit helps you:
- Keep user records accurate and up to date
- Add users to teams in one step
- Streamline onboarding by sending multiple welcome emails
- Disable or delete users efficiently
- Reduce admin time spent on repetitive user updates
Actions you can perform
Once you’ve selected your users, you can:
Action | Description |
|---|---|
Edit user details | Update fields such as position, role, country, time zone, and login type. |
Add to a team | Assign selected users to an existing team. |
Disable | Temporarily deactivate users without deleting them. |
Delete | Permanently remove users from the system. |
Send Welcome email | Send onboarding emails to help users get started. |
Step-by-step guide
- Navigate to the People List page.
Go to your people list on the left hand side bar.
- Select multiple users.
Tick the checkboxes next to the users you wish to edit.✅ Your selection carries across multiple pages — no need to do it one page at a time!
- Choose a bulk action.
Click the dropdown menu at the top of the list and select one of the five actions:
- Edit user details
- Add to a team
- Disable
- Delete
- Send Welcome email
- Confirm your changes.
You’ll be prompted with a confirmation screen before the action is applied.
- Review results.
Once complete, you’ll see updated user details or receive confirmation of the action.
Tips
- Use Add to a team to quickly group new hires into the right department.
- The Send Welcome email option is perfect for onboarding large groups.
- Always double-check selections before applying Delete to avoid removing the wrong users.
Updated on: 03/11/2025
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