Question:
How to assign a role to users in bulk in PromoMats?
Answer:
A user profile needs Document: Bulk Update permission. An Admin must enable this functionality on the Vault. Once enabled, it is only available to users with a security profile that includes this permission.
To assign a role to a new user in bulk, do the following:
- Search for the documents and add them to the Cart.
- Click on the Cart icon on the top bar.
- Select the Ellipsis Icon menu and click on All Documents.
- Refine Selection (Step 1), click Next.
- Choose Action: Add Users to Role and click on Next.
- Add Users and the Role and click on Next.
Related Documentation:
Vault Help Documentation:
- Bulk Document Actions- Related Security & Permissions
- Using Bulk Document Actions For Sharing Settings
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