Admins have the option to perform certain functions in 'bulk' to expedite processes such as tagging or impact verification.
This article will cover the following:
What are Bulk Actions?
Some functions, such as verifying impacts or arching users, can be accomplished in bulk. Here are a list of bulk actions, what these actions do, and where the action can be found/performed.
Bulk Action | Description | Where Is This Found? |
Make Member | Assign the 'Member' role | Manage Users Grid |
Remove Member Role | Remove the 'Member' role | |
Resend Claim Account Email | Send an invite to all users who have not claimed their account | |
Archive | Archive selected users | |
Message Selected Users | Send a message to selected users | Manage Users & Manage Impacts Grids |
Tag Impact Records | Tag selected impact records | Manage Impacts Grid |
Tag User Records | Tag selected user records | |
Verify Selected | Verify selected impacts | |
Network Verify Selected | Network verify selected impacts | |
Request Details | Send an email to the user requesting they provide additional information in their impact | |
Cancel Events | Cancel all selected events | Manage Events & Manage Fundraisers Grid |
Tag Record | Tag the user, event, course, or fundraiser | Manage Users, Manage Events, Manage Courses, & Manage Fundraisers Grids |
How to Perform Bulk Actions
Bulk actions are found within the admin manage grids. From the Group Admin Dashboard, navigate to the Manage grid of your choice.
On the grid, use the checkbox next to each record to select it. If you intend to select all records, click the checkbox at the top of the grid. Once all records are selected, click Bulk Actions in the top right-corner of the grid. Select the action in the dropdown menu and complete any additional steps needed for that bulk action.
If you have any questions, please Submit a Support Ticket.
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