AuctionGate | Account management - How to perform bulk user editing?

The bulk user editing function provides a convenient way to simultaneously edit the same type of data in several records.

To use this feature, follow these steps:

In the table, select the checkbox next to each user you want to edit (Figure 1, Pointer 1).

After marking the users, a panel with bulk editing options appears at the bottom of the table, where you can use the available options to change the parameters (Pointer  2).

Note: Selecting the For All checkbox (Pointer 3) will select all users, so that changes can be applied to all at once.

Figure 1 - Site page "Users"

Available options:

• Deleting a user - in the bulk editing panel, select the "Delete" option (Figure 2, Pointer 1), after which a window opens in which you can click the "Yes" button to confirm the deletion, or the "No" button to cancel it. As a result, the user will be deleted from the table.

Figure 2 - Delete option

• Change the user status - in the bulk editing panel, select the "Set status" option (Figure 3, Pointer 1), then select the status from the drop-down list and confirm the changes by clicking the "Apply" button (Pointer 2).

Figure 3 - Option to change the user status

• Install an employee - select the "Set employee" option (Figure 4, Pointer 1), then select the desired employee from the available options and click the "Apply" button (Pointer 2).

Note: For an employee with the role of "Operator," this option is not available, as this employee has access only to users assigned to them.

Figure 4 - The option to change an employee

• Setting up a Copart/IAAI account - select the "Set account Copart/IAAI" option (Figure 5, Pointer 1), then select the required account from the available options and click "Apply" (Pointers 2) to save the changes.

Figure 5- Account assignment option

• Setting the price list - select the "Set price list" option (Figure 6, Pointer 1), then select the required account from the available options and click "Apply" (Pointer 2) to save the changes.

Figure 6- Option to assign a price list

Note: The list of employees, accounts, and price lists available for use displays only those with the "Active" status.