Quick Select is a feature that allows you to search for specific users by name or email address, select the users, and then complete a bulk action to assign job-based permissions to the group of users.
In this article, we will discuss how to search for users manually by name within the Quick Select feature, as well as how to paste a list of users from another source into Quick Select.
Search for users with Quick Select
Navigate to the Users page and click Bulk Actions. (Configure > Users > Bulk Actions)
Click Quick Select.
Type in the name of the first user you wish to edit. Select the user's name from the list when it appears. Repeat this process to add all users whose permissions you wish to edit in your bulk action.
Note: Quick Select's type-to-search functionality / manual entry supports searching by user name only. If you prefer to search for users by email address, the email address must be copied from an external source, then pasted into the Search for users to select field.
When you are finished adding users, click Edit Selected (#) at the bottom of the Quick Select dialog window.
Continue with your Bulk Action.
Paste a list of users to Quick Select
You can copy and paste a list of users or email addresses to automatically choose them in the Quick Select Window. This functionality can be useful if you have a list of names or email addresses already outside of Greenhouse Recruiting (such as in an .xlsx or .docx file) which all require the same permissions update.
Note: If any names or email addresses are entered which do not match existing users in your Greenhouse Recruiting instance, those values will be skipped during the Bulk Action.