Within Teamwork.com, you can bulk manage
members of your site, teams, or
companies.
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 setting user profile
permissions
You can bulk update the profile
permissions for
multiple users at once in various site
level areas:
- Site-level People area
- Members section of a team's
profile
- People section of a company's
profile
in the relevant area,
use the checkboxes to the left of
each user to select the relevant
people to be
updated. Click the Set
permissions option in
the bulk actions
toolbar at the top of the
list.
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.
Users can only be granted
permissions allowed within the access
rights of their user type
(standard, client,
collaborator).
Bulk deleting users
The Delete option enables
you to bulk delete users from
your
site. This can be done from various areas
of your site showing a list of
users:
- Site-level People area
- A project's People area
- People tab of a company's
profile
- Members tab of a team or project
team's profile
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.
Bulk setting user project
permissions
At project level, you can bulk
update the project permissions for
multiple project members at once.
In the project's People section,
use the checkboxes to select the relevant
users and click Set
permissions in the bulk
options toolbar at the top of the
list.
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).
Bulk removing users from a
project
At project level, you can also
remove multiple people from a project at
once by using the Remove from
project option in the bulk
actions toolbar.
Click OK in the
confirmation modal to remove the selected
users.
For more information,
see: Bulk Edit Permissions for Managing People