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Managing users with bulk actions

Managing users one-by-one can be time-consuming — especially when onboarding new staff or rolling out user roles across multiple sites. Bulk actions make it faster to apply consistent settings like roles and site access to many users at once.

The most common use case is assigning user roles in bulk. This lets you quickly roll out predefined permissions across your team — keeping user management fast, consistent, and scalable.


What bulk actions can you perform?

When you select multiple users, the following actions become available:

  • Assign role – Apply a user role to all selected users.
  • Assign site access – Grant access to one or more sites.
    ⚠️ This will replace all existing site access for each selected user. It does not add or merge with their current access.
  • Delete users – Remove users from your company.
    ⚠️ This is permanent. Deleted users will lose all access immediately.
  • Resend invitation – Send a new invite email to users with Invite pending status.
  • Unassign role – Remove the assigned role from each selected user.
    ⚠️ Users will revert to their previously assigned manual permissions, which may be incomplete or outdated. Review their access after unassigning a role.
  • Disable PIN requirement – Disable the need for POS PIN entry at login.
🔒 Note: Some actions only appear if you have the required permission level. For example, “Delete users” is only visible to Admins or non-Admins with the necessary permissions.

How to use bulk actions

  1. Go to Back Office → People → Users.
  2. Select users using individual checkboxes, the Page option (up to 100 users), or the All option (all users in the list).
  3. Choose an action from the available buttons or More actions dropdown.
  4. Complete the steps in the modal or confirmation screen.

🛑 You can’t perform bulk actions on yourself or on users with higher roles or permissions than your own. Any users you don’t have permission to update will be skipped, and a notification displayed.

Who can perform each action?

Bulk action Requirements
Assign role Must have a role (or equivalent permissions) equal to or higher than the one you're assigning.
Assign site access Must be an Admin and have access to the sites being assigned.
Delete users Must be an Admin or have the “Delete Users” permission. Can’t delete users with higher permissions or yourself.
Unassign role Same rules as assigning a role — only possible if the target users have equal or lower roles than yours.
Disable PIN requirement Must be an Admin. Only applies to users with a lower permission level.
Resend invitation Available to any user, provided the target user has a valid email and their invite is pending.
🔐 If you don’t meet the requirements, the action won’t appear in the bulk menu — or the user will be skipped when the action is applied.

Frequently Asked Questions

Can I bulk edit permissions instead of using roles?

No. Manual permissions must be managed for each user individually. To apply consistent access, assign a user role in bulk instead.

What happens if I select users I don’t have permission to update?

Those users will be skipped. A banner will appear to notify you of this.

Can I undo a bulk action?

No. Changes are immediate and can’t be undone. You'll need to manually revert them.

Can I use bulk actions across multiple companies?

No. Bulk actions only apply to users within the same company.

What does “All” select — the whole company or just the current page?

“All” selects every user in the company, not just those visible on the page. Use with caution.

Do users get email notifications when bulk actions are applied?

No. Bulk actions do not trigger email notifications to affected users.

Can I bulk reset POS PINs?

No. POS PINs can only be updated one user at a time unless you're disabling the requirement.

What happens to existing permissions when I assign a role in bulk?

Assigning a role overrides manual permissions. If the role is later removed, users will revert to their previous permission setup.

What if I apply the wrong role or site access in bulk?

There’s no undo. You’ll need to manually adjust each affected user.

Are bulk actions tracked or logged?

Yes, changes are logged and visible to our support team, but not currently available in the Back Office.


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