Within Teamwork, you can bulk manage teams 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 teams
In the People area of your site, go to the Teams subsection.
Using the checkboxes to the left of each team, select the ones to delete. Once at least one team is selected, the bulk actions toolbar will appear at the top of the list. You can also expand the subteams count to reveal and select subteams.
Click the Delete button to remove the selected teams.
You will need to click OK in the confirmation modal to complete the deletion.
Note: If a team you have selected contains subteams, those teams will also be removed.
Bulk send a message to teams on a
When viewing the Teams subsection of the People area on an individual project, you can also bulk send a message to specific teams.
Using the checkboxes to the left, select the relevant teams and click the Send message option from the bulk actions toolbar.
A pop-up modal will open where you can set a subject and message content. The selected teams will automatically be set to be notified of the message.
Bulk adding people to a
When viewing a list of users in various areas of your site, the bulk actions toolbar allows you to quickly add the selected people to a team.
Go to the People area of your site and select the People subsection.
Using the checkboxes to the left of each user, select the relevant people to be updated. Click the Add to team option in the bulk actions toolbar at the top of the list.
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.
The option to bulk add people to teams is also available when viewing the People tab in a company or project.
Bulk removing people from a
When viewing the Members tab of a team, subteam, or project team, you can use the bulk actions to remove multiple people from the team.
Use the checkboxes on the left to select the relevant users, then click the Remove from team button in the bulk actions toolbar.
You will need to click OK in the confirmation modal to complete the removal of the users from the team.
Bulk moving users to a different
When viewing a team that has been associated with a company, you will see an additional bulk action to Move company. This allows you to change the company associated with individual users.
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.
Bulk setting user
Using the Set permissions option, you can bulk update the profile permissions for multiple users. This is available when viewing a list of people in a site-level area (not within a project).
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.
Restrictions on using the bulk
- Only site administrators or people with permission to manage people and companies can bulk edit.
- Project administrators can bulk add existing project members to an existing project team, bulk send a message to project teams, and bulk remove members from the project.
- The bulk actions toolbar is not available
when a team only contains one
- You cannot bulk set your own
- A permission will only be applied to
selected users if it is within the scope
of their user type access
rights (standard, client,
For more information, see: Bulk Edit Permissions for Managing People