We’re thrilled to introduce Mass Edit, a powerful new feature designed to save you time and make managing your team even easier!
Where to Find It
You can access Mass Edit at the organizational level, under the Associates tab.
Click the checkbox in the top left to select all associates or only the ones you’d like to edit.
A “spreadsheet-like” view will open with multiple editable fields, just like the individual edit menu, but now available for multiple associates at once.
What You Can Edit
With Mass Edit, you can update key information in bulk, including:
Org permissions
Name
Role
Associate color
Email address
Custom initials
Viewer or admin permissions
How It Works
Some fields allow you to type directly, or even copy, paste, or cut information.
Other fields (like associate color or viewer permissions) require you to double-click the row to select from the available options.
After you click on "Save changes", you will them updated in the usual view of the Associates tab.
Why You’ll Love It
No more editing one associate at a time, Mass Edit streamlines your workflow, reduces repetitive tasks, and helps you keep your organizational data accurate and up to date in minutes.
Note: This feature is especially valuable for PGME admins, who often manage large groups of associates and need to make quick, bulk updates.