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Overview

The Users directory is designed for batch admin work, not only one-off user edits. Once you select one or more users, Tessact exposes bulk actions for the most common org admin jobs. This is the fastest path for repeated operations such as onboarding, cleanup, and access correction.
Bulk actions in the users directory

Selected-user action bar in the users directory

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Available Bulk Actions

Depending on permissions, bulk actions include: Some actions only appear when your organization permissions allow them.

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Typical Bulk Workflows

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Onboard A Team

  1. Invite or bulk add users.
  2. Select the new users.
  3. Use Add to workspace.
  4. Apply the correct workspace role.

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Clean Up Dormant Access

  1. Filter for inactive users.
  2. Select the affected accounts.
  3. Remove workspace access or deactivate the accounts, depending on the case.

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Standardize Org Roles

  1. Filter by current role or search for a cohort.
  2. Select the users.
  3. Use Assign role.
This is safer than updating roles ad hoc over time because it keeps role changes intentional and visible.
1

Create a clean selection first

Search or filter the directory until the cohort is unambiguous, then select the matching users from the table.
Selected users ready for a bulk action

Bulk selection state before opening a role update

2

Open the role assignment modal

Click Assign role from the selected-user action bar. Tessact applies one organization role across the entire selected cohort.
Assign organization role modal

Assign role modal for selected users

3

Apply only when the scope is intentional

Double-check that the selected users share the same intended admin responsibility. Organization role changes have broader impact than workspace membership changes, so they should stay deliberate and reviewable.

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Use Selection Carefully

Bulk actions are powerful because they compress admin time, but they also increase blast radius. Before applying a bulk change:
  • confirm the filters are still correct
  • check how many users are selected
  • verify whether the action changes org role, workspace membership, or account status
Bulk actions are best for repeatable, well-understood changes. If a case is ambiguous, open the user first and inspect the details sheet before changing it.

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Exporting Users

The users directory supports CSV-style export actions from both the page action menu and the selected-user bulk menu. Exports are useful for:
  • external audits
  • license planning
  • spreadsheet-based access reviews
  • reconciling user lists against HR or IT systems
When you only need a review subset, exporting the selected users is cleaner than exporting the entire organization.

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Practical Bulk-Action Order

When several changes are needed at once, keep the order clean:
  1. Filter and select the exact cohort.
  2. Use Add to workspace or Remove from workspace for access changes.
  3. Use Assign role only if the person’s organization-level responsibility changed.
  4. Use activation or deactivation after the access model is correct.
  5. Export the selected cohort if you want an audit snapshot before a large cleanup.

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Best Practices

  • Use bulk actions for cohorts, not edge cases.
  • Filter first, select second, apply third.
  • Keep role changes and membership changes conceptually separate.
  • Prefer removal from a workspace over full deactivation when the person still belongs in the organization.
  • Export before large cleanup passes if you want a simple audit trail.

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Next Steps

User lifecycle management

See the end-to-end flow for invites, activation, and review.

Membership operations

Focus specifically on workspace access changes from the user directory.