Editing multiple users at once

Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Editing multiple users at once in the Polaris help.

You can edit multiple users at once to save time and promote accuracy when you need to update user settings. For example, you might use the mass edit feature to assign a new supervisor to a group of users when their old supervisor retires.

You can also use our in-app data import feature to mass edit users.

What fields can we mass edit?

You can edit almost all user profile fields via mass edit. However, users' unique information (name, login name, employee ID, email address, password) is not available for mass editing. If you are using our new time off system, you cannot mass edit users' time off types and policies either.

Mass editing user settings

To edit multiple user profiles:

  1. Go to Administration > Employees and Organization > Users.
  2. Enable the check box beside the name of each user you wish to edit.

Use the search fields to narrow down the list of users, if necessary.

  1. Click the Edit button.

  1. On the Mass Edit page that displays, update user profile fields. Select categories from the menu on the left side of the page to access additional fields.

  1. Make a change and click the associated save button.

Mass Edit Confirmation dialog displays. It shows a summary of the changes you've made, and lists the users the changes will be applied to.

  1. Click Save to confirm the mass edit.
  2. Continue making additional mass changes, as required.

Related links

Adding and editing users
About the user profile fields
Deleting or disabling users
Managing license assignments
Using data import to mass add, update, and delete data