2.5.21 How to bulk-manage users on the Project Users tab?

Overview

On a project's Users tab you can select several existing users at once and manage them together — assign or remove their checklist/RFI access, edit their role/access/permissions, or delete them in bulk.

🧭 How to use

1. Open the project → Users tab.

2. Tick the users you want (select multiple).

3. A toolbar gives you four actions — Assign, Remove, Edit, Delete:

Assign — add access to the selected users:

• Checklist

• RFI

Remove — take away access from the selected users:

• Checklist

• RFI

Edit — opens a side drawer to update, for all selected users:

• Role

• Access

• Permissions

Delete — deletes the selected users in bulk. If a selected user is a sole approver, that user is skipped (not deleted), so no approval is left without an approver.

⚠️ Important — how bulk changes behave

For Edit (role / access / permissions): Only the fields you explicitly change are applied. Unselected fields stay unchanged for each user. Associate-role users are not affected — they have view-only access.

For Assign & Remove: Only the current changes are applied. Existing checklist assignments stay unchanged. Associate-role users are not affected — they have view-only access.

❓ FAQ

What do the four bulk actions do? Assign adds checklist/RFI access · Remove takes checklist/RFI access away · Edit updates role/access/permissions · Delete removes the users.

Will bulk Edit overwrite everything? No — only the fields you actually change are applied; every other field stays as it was for each user.

Will I lose existing checklist assignments when I Assign or Remove? No — only the current change is applied; existing assignments stay unchanged.

What happens if I bulk-delete a user who is the only approver? That user is skipped — they won't be deleted, so approvals don't break. Reassign the approver first, then delete.

Why aren't Associate users changing? Associate-role users have view-only access, so bulk actions don't affect them.

Can I edit just one user instead? Yes — open that single user and edit as usual (see 2.5.16).

💡 Good to know

• Assign and Remove each work on Checklist and RFI access.

• Edit changes Role, Access and Permissions from one side drawer.

• A sole-approver user is always skipped on bulk delete.

• Associate-role users are always skipped — they're view-only.

🔗 Related articles

• 2.5.19 How to add or edit a project user (role, permissions & access)?

• How to bulk-assign checklist users across checklists?

• How to bulk-assign RFI users across checklists?