Organizations List ACTIONS Menu

IN THIS ARTICLE:

The ACTIONS button on the Organizations List page is divided into two sections, Bulk Update Organizations and Bulk Update People. These options appear in the Bulk Update Organizations section:

  • Edit Selected Organizations—edit information for more than one profile at a time by selecting specific profiles.

  • Edit All Organizations—edit information for all profiles at once.

These options appear in the Bulk Update People section:

  • Edit People in Selected Organizations—edit people profiles in the selected organizations

  • Edit People in All Organizations—edit people profiles in all organizations 

WHO CAN PERFORM: 

The Edit entity profiles permission allows access to the Edit Selected Profiles and Edit All Profiles menu options under the ACTIONS menu on the People List and Organization List pages. Allows access to the Edit menu item under the Edit menu for a specific person or a specific organization. When disabled, it hides all edit options on the ACTIONS and EDIT menus.

Edit Selected Organizations (N)

The Edit Selected Organizations option allows you to manually edit information for specific organization profiles simultaneously. You can select the profiles you want to edit by checking the box next to each profile. If you check the box at the top in the header row, this selects all the profiles displayed on the page but does not select profiles not visible on this page. Next, select the Edit Selected Organizations option from the ACTIONS menu, which brings you to the Bulk Update page, which lists all the organization profiles you checked from the Organizations List. On the right side of the page, edit the fields, KEY ORGANIZATION and ORGANIZATION TYPE, that need updating. Click SAVE to make these updates for all the profiles listed on the left side of the page.

The Bulk Update page allows you to update information for the following two fields:

KEY ORGANIZATION

If these organizations have been identified as key.

  • If you do not want to update this field for all selected profiles, leave it as No Update.

  • Select Yes to toggle the Key field to yes for all selected profiles after you click SAVE.

  • Select No to toggle the Key field to no for all selected profiles after you click SAVE.

ORGANIZATION TYPE

The type of this organization, such as Government, Law Firm, etc.

  • If you don't want to update this field for all selected profiles, leave it as No Update.

  • To update this field with the same type for all selected profiles, select the type from the drop-down. Any existing types for these profiles are over-written with the selected type after you click SAVE.

  • To remove the type value from all selected profiles, select Remove Values from the drop-down.  Any existing type for these profiles is removed and becomes "not set" after you click SAVE.

Edit All Organizations (N)

The Edit All Organizations (N) option allows you to update information for all organization profiles simultaneously. If the Organizations List is filtered, this option applies to all the profiles in the filtered results. If the Organizations List is not filtered, this option applies to all profiles in the workspace. Selecting Edit All Organizations (N) from the ACTIONS menu brings you to the Bulk Update page listing the fields, KEY ORGANIZATION and ORGANIZATION TYPE, that can be updated in the same way and at the same time for all organizations. From here, the interactions and instructions are the same as in the Bulk Update: Edit Selected Profiles (N) section above.

Edit People in Selected Organizations (N)

The Edit People in Selected Organizations (N) option allows you to manually update information for all people profiles associated with a selected organization. Select the organization(s) you want to update all people profiles for, then select the Edit People in Selected Organizations (N) option from the ACTIONS menu. The Bulk Update: Edit People page appears, listing all people profiles associated with the organization(s) you selected. Here you can edit KEY, CUSTODIAN, FUNCTION, and PRIMARY ORGANIZATION fields. Click SAVE to make these updates for all the profiles listed on the left side of the page.

Edit People in All Organizations (N)

The Edit People in all Organizations (N) option allows you to manually update information for all people profiles in all organizations. If the Organizations List is filtered, this option applies to all the profiles present in the filtered results. If the Organizations List is not filtered, this option applies to all profiles in the workspace. Selecting Edit People in all Organizations (N) from the ACTIONS menu brings you to the Bulk Update: Edit People page listing all people profiles for all organizations. Here you can edit KEY, CUSTODIAN, FUNCTION, and PRIMARY ORGANIZATION fields. Click SAVE to make these updates for all the profiles listed on the left side of the page.

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