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Bulk Edit Request Permissions

Request Demo

After bulk importing the PBC requests, we found that only the individual who imported the requests had permissions to view the requests. We had to go in and update the permissions for each request one-by-one. If this is the only way to import requests from last year, having a bulk edit feature for permissions would be great. 

 

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Datum Stemmen
  • Isabel Messore
    There is a functionality in the works that allows users to bulk edit request permissions. However, it is not available yet. As a workaround in the meantime, I believe you can do this from a requests permissions report. The PBC permissions report is one way to grant users access to requests they are not the assignee or approver on. I'd recommend having a conversation with your CSM who may have some more in depth information on this! 
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