How to Use Bulk User Actions

1. What This Feature Does

The Bulk User Actions feature allows administrators to perform actions on multiple users at once within the Manage Users page.

This helps streamline administrative tasks such as:

• Resetting passwords for multiple users
• Resetting Two-Factor Authentication (2FA) devices
• Unlocking user accounts
• Updating user roles
• Removing users in bulk

Bulk actions improve efficiency when managing large groups of users.

2. Who Can Use It

• Admin users can perform bulk user actions

Plan-Based Behavior

For All Plans

• Admins can perform bulk actions on users within their subscription

For Enterprise Plans

• Access to user management actions is controlled by role permissions
• If a user does not have the required permission in their assigned role:
  • The action will not be available to them

Important

• Bulk actions apply to all selected users at once
• These actions are immediate and cannot be undone
• Care should be taken to ensure the correct users are selected

3. Step-by-Step Instructions

A. Select Users for Bulk Action

1. Navigate to Settings
2. Select Manage Users
3. Select one or more users using the checkboxes in the table

B. Open Bulk Options

4. Click the Bulk Options dropdown

C. Choose a Bulk Action

Select one of the following actions:

Reset Passwords

• Sends password reset instructions to all selected users

Reset 2FA Devices

• Clears the current 2FA configuration
• Users will be required to reconfigure 2FA on next login

Unlock Users

• Unlocks all selected user accounts
• Restores login access immediately

Update User Role

• Allows you to assign a new role to all selected users

Remove Users

• Permanently removes all selected users from the subscription

⚠️ Important:

• Bulk removal does not support channel transfer
• If a user owns channels:
  • You must remove them individually to transfer ownership

D. Confirm the Action

5. Review your selection carefully
6. Click Confirm

• The action will be applied immediately to all selected users

💡 Changes are applied instantly. There is no Save button.

4. What Happens After

• All selected users are updated based on the chosen action

Action-Specific Outcomes

• Reset Passwords:
  Users receive reset instructions via email
• Reset 2FA:
  Users must set up a new authentication device on next login
• Unlock Users:
  Users regain immediate access
• Update Roles:
  Users immediately inherit permissions from the new role
• Remove Users:
  Users lose access immediately and are removed from the system

Important Behavior

• Actions affect all selected users at once
• Changes take effect immediately
• Bulk actions cannot be reversed

5. Best Practice

To use bulk actions safely and effectively:

Verify Your Selection

• Always confirm the correct users are selected
• Especially important for:
  • Role updates
  • User removal

Use Bulk Actions for Efficiency

• Ideal for:
  • Onboarding groups of users
  • Applying consistent updates
  • Managing large teams

Avoid Bulk Removal When Ownership Exists

• If users own channels:
  • Use individual removal instead
  • Transfer channels before removing

Use Role Updates Carefully

• Ensure the selected role is appropriate for all users
• Avoid unintentionally granting elevated permissions

Follow Security Protocols

• Confirm requests before resetting passwords or 2FA
• Ensure actions align with internal policies