Mass Assign User Info

The Mass Assign User Info screen is used to assign information to a group of users.

Mass Assigning User Info

1. In the Users menu, click Mass Assign User Info.

2. In the Search Screen, enter search criteria to locate the group of users and click Search.

For example, enter user names, user ID numbers, or EINs in the User text box.

Alternatively, use More Search Options to locate all users with a certain attribute, such as profile.

This search is to locate the group of users who will have their information updated. This is not where you assign the new information.

3. At the top of the next screen, locate the field(s) that will be updated.

Fields are organized by category. Click the category to display the fields housed within it.

4. Enter or select the value for the desired field(s).

5. Scroll down to the list of users returned in the search.

6. Select the check box next to each user to update, or select the check box in the column header to select all users in the list.

7. At the top of the screen, click Save.

A green check mark and confirmation message is displayed at the top of the screen.