Bulk Actions

Update roles, teams and sending permissions for a group of users in one go

Bulk actions let you apply the same change to several users, teams or solo inboxes at once, for example giving a group of new joiners the same role. You make the change once instead of editing each record in turn.

You run bulk actions from the Users, Teams and Solo Inboxes lists in Admin Centre, using the toolbar that appears when you select rows.

💡 Note: Only users with the IT Support role can use bulk actions. 

When to Use This Feature

Use this feature if you:

• Need to give a group of users access to a new team mailbox, such as a new chartering or operations desk.
• Are moving a group of users to a new default team after a reorganisation.
• Need to add the same role to several users, or archive a group of leavers.
• Want to stop a group of users from sending.

This feature may be less relevant if:

• You need to modify a single user. 
• You're setting up brand-new users. Create them with a user profile or import them from a CSV file instead.

Step-by-Step Instructions

User Bulk Actions

1. Select the users

Go to Admin Centre → Users and tick the checkbox next to each user you want to update. . 

A toolbar shows how many users are selected. Closing the toolbar clears your selection.

2. Choose an action

Choose one of the following from the toolbar:

• Add roles: add one or more roles. 
• Manage teams: select one or more teams, then set team access and default team for the selected users.
• Manage default team: choose a new default team.
• Export: export the user details into a csv. 
• Archive users: remove the selected users from active use.

3. Confirm the change

Most actions open a pop-up or side panel. Make your choices and click confirm to apply them to every selected user.

Update teams and solo inboxes in bulk

Bulk actions work the same way in Admin Centre → Teams and Admin Centre → Solo Inboxes. Here you can also use Manage users to add users to the selected teams or inboxes.

Troubleshooting & Common Questions

Best Practices & Tips

• Filter the list first, for example by Default team, so you only see the users you want to update.
• Before a large change, tick the rows and click Export to keep a record of the users' current setup.
• Agree with team leads before archiving users or disabling sending, so nobody loses access to a live voyage or fixture thread unexpectedly.

Further Support

Need more help with bulk actions? Please raise a ticket with our Support Team.