Bulk Actions

From the Main User/Member search screen, once you have refined your search filters / advanced filters you can then select specific users (or select ALL if you want to apply to all) and perform these bulk actions. We have also added this feature to Event Attendees and Invoice List screen as it is highly useful there targeting unpaid subscriptions to cancel workflows or subscriptions.

Here’s a brief explanation of each Bulk Action available:

• Subscription
  Add a subscription for the selected users.
• Role
  Assign one or more roles to multiple users at once.
• Activity
  Log activities and award points to selected users in bulk.
• Program
  Enrol selected users into a program.
• Tag
  Apply one or more tags to help categorise and manage users.
• Unsubscribe From Bulk Emails
  Remove selected users from receiving bulk email communications.
• Cancel Current Subscriptions (with filter)
  Cancel subscriptions for selected users. You can choose to cancel all subscriptions or only subscriptions that match a specific subscription filter.
• Cancel Current Workflows (with filter)
  Remove users from active workflows. You can choose to cancel all workflows or only workflows matching a selected filter.
• End Date Roles (with filter)
  Apply an end date to user roles. You can choose to end date all roles or only roles matching a selected role filter. End dates can be future dated.
• Default Address to Supplier Address
  Update users’ default address to match their associated supplier (organisation) address. Useful for employees of a company or residents of a village.
• Set Status: Not Active
  Mark selected users as inactive in the system.
• Set Status: Active
  Reactivate users by setting their status to active.
• Supplier Relationship (Add)
  Link users to a supplier (organisation) by adding a supplier relationship. You can select both the supplier and relationship type (for example: ADMIN, EMPLOYEE, MEMBER, etc.).
• Supplier Relationship (Remove)
  Remove supplier (organisation) relationships from selected users.
• Refresh Shadow & Workflows
  Rebuild the user's shadow records and refresh workflow memberships, ensuring data, relationships, and workflow participation are up to date.