Bulk edit people
Use the bulk edit tool in Services to apply changes to multiple profiles at once. You can also view a history of recent bulk edits and apply another bulk edit to the same group of people.
Important
You must have scheduler permissions or higher to bulk edit people in Services. Only people and plans administrators can bulk edit people's permissions and file access.
Apply a new bulk edit
You can apply a new bulk edit from the People page in Services. The type of actions you can take depends on your permission level in Services.
Select the People page from the top navigation in Services.
(Optional) To select all filtered profiles, select the checkbox in the top left of the list.
Choose specific people to bulk edit by hovering over each person's profile picture and selecting the checkbox that appears.
Select the ➖ minus icon that appears in the top left of the list to clear your selections.
Select the ✏️ edit icon at the top of the list to open the Bulk Edit popup.
Choose which bulk edit actions to apply to the selected people.
Add/Remove Tags: Search for a tag and select it from the list to add or remove it from the selected people's profiles.
Assign to a Team: Search for a team and position and select it from the list to assign the selected people to that team and position.
If you're a people and plans administrator, you can also set permission levels and file access:
Set Permissions or Archive: Choose People and Plans from the dropdown to set general permission levels (including Archived), or choose a specific folder or service type for which to set permissions. Select the desired permission level from the second dropdown that appears.
Song/Media Permissions: Choose a Songs or Media permission level to apply to the selected people.
File Access: Choose Yes or No for each dropdown to set file access for the selected people.
Select Update [number] Person/People in the bottom right to apply your changes. Check the progress bar that appears at the top of the People page to track your edit progress.
View recent bulk edits
You can view recent bulk edits made by anyone in your organization over the last 30 days.
Select the People page from the top navigation in Services.
Select the ✏️ edit icon at the top of the list.
Select Recent bulk edits in the bottom left of the popup to see the list of recent bulk edits.
The list shows who made the bulk edit, the date the bulk edit was applied, and which actions were taken.
Hover over the profile icon next to a date to see who made that edit.
(Optional) Select Reselect [number] people in the top right of a bulk edit to apply a new action to that group of people.
Choose which bulk actions to apply in the Bulk Edit popup, then select Update [number] Person/People to apply your changes.