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Bulk Add/Remove Members to Groups

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I have over 1200 users in certain groups within our Workspaces. Since the conversion to new "processes" functionality for certifications, we are still required to add members to groups by click each name separately to add them. With over 1200 users that change significantly quarter to quarter, this is an extremely incovenient and ineffecient way of managing group membership. Please provide a bulk add or remove function for groups.

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  • Comentario oficial
    Isabel Messore

    Hi there, 

    I wanted to provide an update regarding adding users to groups in bulk. This can be done via a CSV in the Update Groups feature in Workspace Settings:
     
    1. Click your workspace name (top right) → Settings
    2. Go to the Groups tab → click Update Groups
    3. Download the CSV template, fill it out:
      - Usernames must already exist in the workspace
      - Group names must already exist in the workspace
      - To add a user to multiple groups, list group names comma-separated in the Groups column
    4. Upload the file → click Next
    5. Review the list → click Next → Finish
     
    Important: The CSV upload replaces a user's entire group memberships. Only the All Users group is preserved. To avoid removing existing access, export current group assignments first and include all existing groups for each user in the file.
     
    You can also bulk add users to a workspace AND assign groups simultaneously:
    - Go to Members tab → Add → Add users from file
    - Include group names (comma-separated) in the CSV
  • Michael Ibekie

    Hi Rebecca - thank you for the feedback. I'm a Senior Product Manager here at Workiva. I'd like to dig more into your feedback and use case. Would you mind emailing me directly at michael.ibekie@workiva.com? Let's set up a call, so I can better understand your situation. 

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  • Lisa De Vries

     Good day, we have a similar issue with a customer in terms of adding users to the workspace in bulk with a role already assigned. Is it at all possible to look into a template that allows for users to be imported to the workspace with the role already assigned in the template so it is automatic into the workspace.

    The client has 600+ users and want to add users to both their sandbox and production/live workspace and the issue is both the duplication as this cannot be copied over once done in one workspace as well as the bulk assignment and having to do the manual task of selecting each user and assigning the relevant role. We have suggested using groups but this will also require a manual selection of users to be included in each group as highlighted by Rebecca above. 

    If there is an easier way for us to resolve this for the customer, happy to take any suggestions. Thanks so much :)

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  • Abegail De Waal

    It would be good if there is an automated way of adding users to custom groups who have the same characteristics. e.g. all Control preparers, reviewers, owners are automatically added to a group as we would email or send certifications to all in that group if they are control owners, preparers reviewers and if the name changes in the Control form by the business its hard for Group to keep tack. It means we would have to do a vlookup every time for name changes. where as if the name changes in that field, the group gets automatically updated. Happy for you to contact me on it. thanks

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