Within Teamwork, you can bulk edit companies and their individual members.
Note: These bulk actions are available on per-user Premium/Grow subscriptions and above.
You can use different subsets of the bulk actions depending on whether you are a site administrator, project administrator on a project, or have been granted the profile permission to manage people and companies.
Bulk deleting companies
Click the More option in the main navigation menu on the left of your site and select People from the pop-out menu. When viewing the People area, select the Companies tab.
Using the checkboxes to the left of each company, select the relevant ones to delete. Once at least one company is selected, the bulk actions toolbar will appear at the top of the list. Click the Delete button to remove the companies.
A confirmation modal will open asking you to confirm the deletion.
Note: Once you click OK, the company and all of its members will be deleted.
Bulk managing company
When viewing an individual company, select the People tab to view the company's members.
Using the checkboxes to the left of each user, select the individuals you want to bulk update.
Once you select at least one user, the bulk actions toolbar will appear at the top of the list.
To change the company associated with individual users, click the Move company option.
In the Change Company modal, you can choose a different company for the selected user(s). Click Move users to save your changes.
Note: Once you change the selected users' company, they will automatically be removed from any teams associated with their previous company
Add to team
You can bulk add users to one or multiple site level teams by clicking the Add to team option.
In the Select Teams modal, you can search for and select existing teams on your site. Using the checkboxes to the left, select which teams the user(s) should be added to.
You also have the option to create a new team at the bottom of the modal.
Using the Set permissions option, you can bulk update the profile permissions for multiple users.
In the Bulk Edit modal, use the dropdown to select a permission to update and click Add.
Once one or multiple permissions have been added to the list, you can use the toggles to turn each permission on or off depending on whether you want to grant or revoke the permission. Click Modify Permissions to apply your changes to the selected users.
You will need to click OK in the confirmation modal to apply the changes.
Note: Users can only be granted permissions allowed within the access rights of their user type (standard, client, collaborator).
The Delete option enables you to bulk delete users from your site. When bulk deleting users, any existing tasks and milestones assigned to the users will be highlighted in the confirmation modal.
You can choose to unassign the items or reassign them to a different user. Click Delete to remove the selected users from your site.
For more information, see: Bulk Edit Permissions for Managing People