How to mass-update user roles and permissions?

This article explains how to mass-update Panaya user Roles.

Good to Know!
When using this method, the Roles will be assigned for each user, across all connected Projects. 
If you wish to update Roles for existing users, for specific Project only, use the method described in this article.

Step I - Export the list of users that you wish to update 
Click here to learn how to export users to a list


Step II - Import the updates

  1. Click Use the Setting button to open up the Settings panel, then select Users

  2. Select to Import from Excel
  3. Select the Update Existing Users option and click Next
  4. Click on Download our template and save the Excel template file locally
  5. Use your exported list of users from step I and use it in the downloaded template file
    You can also update the First and Last Name, Status and SAP User Name
  6. Define the Roles Action and Roles columns -
    • Fill in one or more Roles for each user in the Roles column.

      You can select from Predefined Roles 
      To learn more about how to customize Roles, click here

      For multiple Roles, separate each Role with a comma.
      Roles are case sensitive.
      Undefined Roles will be ignored. 
    • For the Roles Action column, select one of the following options for each user 
      • Add
        To add the role(s) defined, in addition to any existing user roles
      • Remove
        To remove the role(s) defined, from existing assigned roles
      • Replace
        To replace all existing roles with the list of provided roles
      • Clear all
        To clear all existing roles
      • Don't Change
        To avoid making any changes to currently assigned roles

        Panaya will only make changes to Roles if -
        • The Roles exist in the current Panaya account.
          If you have more than one Panaya account, verify that the relevant account is selected using the Switch Accounts button.
        • The user is associated with Projects you can edit
  7. Save the changes to the template file locally. 
  8. Click on Browse and select the file you saved in the previous step, with the relevant updated Roles Action and Roles columns.

  9. Click on Import Users