Candid has several tools for performing bulk actions. This article will show you how to add or remove analysis team members from multiple analyses in one action.
The Analysis Bulk Team Management tool is only available for users with bulk management permissions. It can be used on any page in Candid that shows a list of Analyses. To initiate the tool, click the Manage Assignments button on the top right of a list of analyses.
This will open a wizard to walk you through the process.
Select operation - Choose to add or remove users. You can add or remove multiple users at the same time, but you cannot add and remove users in one step.
Click Next.
Add/Remove one or more users - Select the role, then click in the text box to show the list of users eligible for that role. Type to filter the list of users.
Click the name of the user you want to add to select, then click Add to confirm. Repeat this process for as many users as you want to add or remove.
Click Next when done.
Toggle checkboxes of one or more analyses - Check the box for each analyses you want to add/remove users to. If needed, you can use the paging tools, filter box, and all or none controls.
Once you have selected the analyses, click Next.
Confirm - Review the operation, users, and analyses you are about to operate on.
Click Yes I’m Sure to perform the operation.
Review Results - The operation will run and report back any errors.
Click Done to return to the analysis list.