Permissions: Site Admins

Product tier: Available for Advanced and Expert subscription tier

You can create a permissions "rule" to update a user's permission for future jobs when they are created in a specific office or department in your organization. 

If you need to change the permissions on jobs for existing users, click here

Add a new rule

Click Configure located at the top of your navigation bar and select Users from the left-side panel.

Screenshot of the user configure page.

Refine your list of users with the filters at the top of the page. 

Once filtered, click Bulk Actions.

Screenshot of the bulk actions button.

Select the users you wish to edit by adding a checkmark to the boxes in the left column next to the users' names. Alternatively, click Select All to check all the boxes. 

Screenshot of the checkboxes.

Note: You can quickly locate users by selecting Quick Select and locating the users by name or email address. You can also paste a list of users in this field if each email address or name is separated by a comma.

When all the users are selected, click Edit Selected

Screenshot of the edit selected button.

Select Add or remove permissions by rule from the pop-up window.

Screenshot of the edit users box.

Select an office, department, and permission level from the dropdown menu. When a new job is added with the matching criteria, the selected users are automatically assigned the permission level. 

You can also update user permissions on current jobs by selecting Currently open and future jobs from the dropdown menu. This option is only available if the users have already been given job-based permissions. 

Screenshot of the add and remove rules page.

Note: Click here for more information on excluding permissions from users in bulk. 

To create another rule for a user, click Add rule. You can only define additional rules after the first one is created. 

Select Notify user of new permission via email to send the selected users a message when the rules are saved. 

Screenshot of the notify user checkbox.

Click Save at the bottom of the page when done.

The bulk permissions rule will run in the background and notify you at the bottom of the page when it is finished.

Screenshot of the bulk action notification bar