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Bulk group creation

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  • Isabel Messore
    To create multiple groups efficiently in Workiva, you can use the following methods:
     
    1. Bulk Update via CSV File: You can update group memberships in bulk using a CSV file. This method allows you to add users to various groups efficiently.
        - Go to the "Groups" tab in Workspace Settings.
        - Click "Update Groups."
        - Download the CSV template, fill it out with the required group names and usernames, and upload it back.
        - Review and confirm the changes.
     
    2. SCIM API:
      - If you are managing a large number of users and groups, you can use SCIM API for automated user and group management. This allows you to create groups programmatically and assign users to them.
     
    There is currently a feature request to bulk create groups in the workspace settings that I can add you to as well!
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  • Lukas Rakickas

    Hey please add me to that feature request, thanks!

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