The Bulk Update feature allows you to update multiple User profiles at the same time.
To use Bulk Update, navigate to the User List page.
It's helpful to sort the list page first using the filters on the left to narrow the list. For example, to add Tenants in a specific building to a Group, select the building from the list on the left. Then select Tenant from the User Types drop-down menu. Then select Update Filters.
Select Bulk Update. A new column will appear with checkboxes next to each User in the list. Check the box next to the name of the Users that you want to update.
Scroll down to the bottom of the screen and select the desired action from the drop-down menu. You will then be presented with a list of options. These options are described below.
Send Login/Reset Password Email - This option will send a Tenant Center login email to any selected Users who have not previously logged in to the Tenant Center. If the selected user has logged into the Tenant Center at any point, it will send them a password reset email.
Generate Username/Password - To auto-generate Tenant Center usernames and temporary passwords for the selected Users, select this option. To send the logins via email to each individual user, use the above Send Login/Reset Password Email option.
Grant Access - If the selected Users have requested Tenant Center access, using this option will approve all requests at once. Profiles for each approved User will then be added to the Contact Management application and access will be granted to the Tenant Center. The User will automatically receive a Tenant Center login email with their Username and a temporary password. The text used in this email can be reviewed and edited in the Email Template Preferences of the Contact Management application.
Deny Access - Use this option to deny Tenant Center access requests. An email will be sent automatically letting them know their request has been denied. The text used in this email can be reviewed and edited in the Email Template Preferences of the Contact Management application.
Manage Notification Settings & Groups - To update Notification Settings and/or add selected Users to any of your Custom Groups, select this option and follow the prompts.
Add Note – This option is used to add a Note to multiple User profiles. After entering the Note, additional recipients can also be added using the cc field. Attachments can also be added to the Note. Once saved, the Note will be stored in the User's History. For more information, review the help document section on Adding Notes and Viewing History.
Move to Company - To move a group of Users to a new Company, use this option. This can be useful if you find duplicate Companies and need to move all contacts under one Company.
Swap to Secondary Email - Selecting this option allows you to switch the primary email on record with the secondary email. The secondary email will become the primary email and all email correspondence will be sent to that address.
Send SMS Opt-In Request - Selecting this option will allow you to send a text message to selected Users requesting that they opt-in to Building Alerts and Notifications. The User will be prompted to opt-in by replying "Y" to a text message from the number 72029. For more information, view the video on Short Code Messaging.
Make Admin - The Tenant Admin feature is applicable to the Service Request, COI, and Reservations applications. This feature enables Tenant Center Users to view and manage Service Requests, COI's, and Reservations submitted by all Users within their Company.
Update Primary Location Details – Use this option to update the Primary Building, Floor, and/or Suite for the selected tenants. This will then replace the existing Primary Building, Floor, and Suite info for the selected Users and will add the information to the user profiles for those that did not have this information entered initially.
Clear Email Errors - If an email that is sent out from the application is unable to be delivered, the system will flag it to show that there is a possible issue with that email address or that the email bounced back due to a technical issue, i.e. security filters enabled for the recipient's email client. Once the issue has been resolved, you can clear the errors by using this option. This error will be indicated on the User List page in the email column by a red exclamation point. If you update the email address individually for a User who is receiving the error, this will also clear the error.
Delete User - To remove the selected Users from the application, choose Delete User. This action is not reversible.