Assigning User Role by Batch

Purpose: Admin can update user role to a group of specific employees by using conditional filters

Important Note: 

When a user has more than one role, the system determines access based on the role with the lesser permissions. This safeguard is in place to prevent unintended access to confidential information. So, we recommend that you assign only one user role to each employee.

Step 1

Navigate to Setting (a) > User Account (b) > Batch User Role (c)

Step 2

You can choose whether to "Add" or "Remove" the role.

If you wanted to add/remove the role, you need to select Role (d) first.

Step 3

You can filter your Batch User Role either by All Available Users, Teams, Manual Selection, or by Import Selections. 

To find out more on the conditional filters, you may navigate to the below article :

• Navigating User/Criteria Selection Screen : Knowledge Base (freshdesk.com) 

Step 4

View the Allocated Employee list based on your selection as per in Step 3 and click on the Batch Role to assign roles accordingly. 

We hope this article helps clarify the issues. If you require additional assistance, do not hesitate to contact our support team.