Bulk Managing Provider User Roles

You can assign and unassign roles to users within a provider account in bulk.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.

3. On the left-hand sidebar, choose Users. This will show you the users that have access to this partner account.

   

4. From the list, click the checkbox to the left of the users you’d like to assign or unassign roles to.

5. On the top right-hand corner of the page, click the Manage User Roles button and select Assign or Unassign depending on which action you’d like to take.

   

   • If you clicked Assign, you will see a pop-up allowing you to select which role you’d like to apply to your selected users. Once selected, click Apply.
   • If you clicked Unassign, you will see a pop-up allowing you to select which role you’d like to remove from your selected users. Once selected, click Apply.