Bulk Import Roles

Bulk Import Roles replaces assigning Member roles one at a time by generating a downloadable template, which the Administrator completes with member email addresses and re-uploads to apply roles across the Workspace or Community at once.

Role Permissions

1. Workspace/ Community Administrator: Performs the Bulk Import Roles action to assign Workspace-level and Community-level roles in bulk.

Generate Role Import Template

The Generate Template button provides a ready-made template for adding the email addresses of members to be assigned at each level.

The Select roles to include in template setting displays all available role types. To assign multiple types of roles in a single import, select the All option before generating the template.

Once generated, a link to download the template appears.

Assign Roles by Sheet

The generated template contains a separate sheet for each role. To assign members, the Administrator adds the email address of each member to the sheet corresponding to the role being assigned.

For example, to assign three members as Community Administrator, their email addresses are added to the sheet named Community Administrator.

Roles that can be added at the Workspace level:

1. Workspace Administrator
2. Translation Moderator

Roles that can be added at the Community level:

1. Community Administrator
2. Campaign Group Administrator
3. Campaign Administrator
4. Community Custom Administrator
5. Community Moderator
6. Campaign Moderator
7. Custom Field Moderator
8. Translation Moderator

Help Article for Administrators

Import Notifications

Upon a successful import, the Administrator receives an email notification confirming the import.

If the import is unsuccessful, an email notification is sent instead. See Exceptions below for details.

Exceptions

1. Unsuccessful Import: If the import is unsuccessful, the email notification specifies the affected row and the reason for the failure, rather than confirming completion.

Frequently Asked Questions

Can multiple role types be assigned in the same import?

Yes. Selecting All under Select roles to include in template before generating the template produces a single template covering every available role, allowing multiple role types to be assigned in one import.

Can Workspace-level and Community-level roles be assigned in the same import?

Yes. Because the generated template can include sheets for every role across both levels, an Administrator can complete Workspace-level and Community-level role sheets within the same file and upload them together.

How is an import failure communicated?

An email notification specifies the row and the reason for the failure, rather than the entire import being confirmed as successful. See Exceptions above.

Related Articles

• Help Article for Administrators
• Help Article for Member Management