Engage Digital | Editing agents in bulk

The platform allows for bulk editing of agent profiles. Bulk editing allows efficient editing of permissions and categories. When bulk editing, the original settings will be overwritten, but you should ensure that you are editing agents with identical settings. Otherwise, you should change each agent individually to ensure that each agent has the required settings.

We recommend using bulk editing when setting up the platform or assigning agents to a team with similar responsibilities.

Editing agents in bulk

In the steps below, we’ll review how you can bulk edit a number of agent profiles.

1. Navigate to Users > Agents via the left-hand navigation bar

2. Select the checkboxes before the names of the agents you want to edit

3. Click Bulk actions in the lower-right corner

4. Select an action from the dropdown list

5. Edit the desired settings for your agents

6. Click Save

And that’s it! The settings that you’ve configured are now applied to the agents in bulk.