Adding a Data Field Value to Multiple Partner Users

Bulk Operations provide a way for Unifyr One Administrators to take action on a large number of partner users in a few clicks rather than making a change to multiple individual users separately.

Add Field Value(s) allows you to add data values to multiple partner users simultaneously, across multiple partners if required. The values come from the custom Partner User fields in your system that have multiple possible values (fields of type Select, Radio, Multiselect, or Checkbox). For more information, see Custom Fields.

To access the option, you must have selected at least one item in the Users list. If no users are selected, the option is grayed out.

Note

Note: You can update a maximum of 1000 accounts with this action. To update more than 1000, repeat the action as required.

1. Navigate to Partner Management > User Explorer.

2. Click the checkbox next to the partner user(s) from the list whose details you want to modify.

   Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.

3. Click ... > Add Field Value(s).

4. In Add field value to users, check the checkbox next to the values you want to apply to all the selected partner users.

   Note: the window doesn't indicate which values are already assigned to each user, as they may be different.

5. Click Apply. You are asked to confirm that you want to update the selected partner users.
6. Click Continue to proceed with the update, or Cancel to exit.
7. Unifyr One presents messages confirming when it has started processing your request, and when it has completed the field updates.