Bulk Edit Users
Learn how to quickly and easily update multiple user accounts at a time using the Bulk Edit feature.
Scope: This guide is intended for use by Call Center Supervisors, Site Managers, and Office Managers.
Users can be edited on an individual basis in the portal, but sometimes it is necessary to edit multiple users at once. Using the Bulk Edit feature, you can edit specific settings for multiple users at the same time. There is currently no limit to the number of users who can be selected to bulk edit.
For example…
A company is creating a new department and retiring an old department. The users under the old department need to be moved to the new department. Rather than editing individual users one at a time, the admin can select all of the users at once, select the new department, and the change will be applied immediately.
NOTE: Bulk editing is enabled by default, but some types of data that can be edited may be determined by user scope or other settings managed by SpectrumVoIP.
To edit multiple users at once using the Bulk Edit feature…
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Navigate to the Users page of Stratus.
Quick Tip: If you are set as a Call Center Supervisor, navigate to the Agents page.
- Select the checkboxes next to the names of the users that will need the same adjustments.
- Click the Bulk Edit button to pull up the Bulk User Edit modal.
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Use the Bulk User Edit modal to select settings and adjust their values as needed for the users:
✔ For this example, the users selected will be organized into the “Support” Department and set as Call Center Agents. Their previous scopes and departments will no longer apply.
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Once the changes are complete, click the Save button.
✔ The changes will be applied toward all users that were selected.