Bulk Link Profiles to an Organization

Written by Nick Miles

Last published at: March 27th, 2019

You can link multiple profiles to an organization in bulk by using the Add Org Role feature.

  1. Click Profiles from the Home page.
  2. Select List from the left-side menu.
  3. Select Add Filter from the left-side menu and apply a desired filter.
  4. Select Add Org Role from the left-side menu.
  5. In the Link Profiles To Org With Org Role window, enter the organization that you want to link the profiles with.
  6. Enter the:
    • Org Role
    • Start Date - When the relationship between the filtered profiles and organization will begin.
    • End Date - When the relationship between the filtered profiles and organization will end.
      • If a profile is already linked to the organization with the given role, the start/end/active information will not be updated.
    • Check the box next to Active to indicate that the linkage is active or inactive. 
  7. Click Link.