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Mass Role Update

  • Updated on Jul 16, 2026
  • Published on Jul 1, 2024
  • 2 minute(s) read
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Mass Role Update can be used to update multiple user roles, user locations, and report roles for system users in a single place.

Security

Accessing Mass Role Update requires the following permission:

  • Admin → Users → Edit Users in Bulk  

To enable Edit Users in Bulk,  the Edit Users permission is also required:

  • If Edit Users in Bulk is enabled without Edit Users, it will automatically be enabled.

  • If Edit Users is disabled , Edit Users in Bulk  will also automatically be disabled.

  • Roles that had Edit Users at the time this feature was enabled are automatically granted Edit Users in Bulk.

Users & Security Limits 

Users who have permissions related to user management, including creating and editing user roles, permissions, assigned locations, and report roles, can only edit within their own access level. Learn more about user editing restrictions and access levels.

API Managed Users
For API-managed users, editability is controlled by the setting on the API User Permissions tab of the Security & Permissions page. When this setting is disabled, API-managed user records are read-only and cannot be edited.

Navigation Steps

  1. Open the Admin application.

  2. Expand the Users & Security category.

  3. Click Mass Role Update.

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.


Mass Role Update Window


Button/Field

Description

1

Security Type

Sets the security type for the dropdown field. Options include:

  • User Roles

  • User Locations

    Only users that have their Locations on their User records set to 'All Locations' or 'Specific Locations' will be included in this section

  • Report Roles

2

Select Drop-down

Filters the user list to roles, locations, or report roles.

When a selection is made in the 'Select Drop-down' field, two grids will populate the bottom half of the screen for users who do and do not have the selection assigned to them.

3

Users Without

Users that do not have the selected user role/user location/report role assigned to them.

To provide additional users access, click the name of the users in the Users without grid and their names will shift over to the Users with grid. Reverse this process for any users who need to have their access removed. Repeat until all users have their security restrictions updated. Any updates made will be automatically saved.

4

Users With

Users that do have the selected user role/user location/report role assigned to them.

To provide additional users access, click the name of the users in the Users without grid and their names will shift over to the Users with grid. Reverse this process for any users who need to have their access removed. Repeat until all users have their security restrictions updated. Any updates made will be automatically saved.