Question:
How to assign a role to users in bulk in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
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.
Old User Interface:
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 Action 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: Vault Help
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