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Bulk Actions on Client Roles
Bulk Actions on Client Roles

For when you want to assign/reassign roles to multiple clients in bulk.

Marsha Galicia avatar
Written by Marsha Galicia
Updated over a week ago

When you've assigned roles for clients & you need to make changes, you can easily bulk update multiple clients' roles quicker by following these steps -

1. On your Client board, go to the Roles page - the second page option on the left-hand side of your screen.

2. Select the Actions button on the upper right corner of the Client Roles. Then select Update Roles.

3. Select which clients you would like to bulk update the roles for. Then, click NEXT.

4. For each Role, there will be a dropdown where you can update/assign users.

You can select the team members you'd like to assign the roles to and click on the red Update button.

The chosen clients will now have updated roles.

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