Reference: Bulk Updates Permissions

The

Bulk Updates

task requires these permissions:

Permission	Required for
workorder.bulk.update	Access to the Bulk Updates task. To remove access to Bulk Updates for all, revoke this permission from all roles.
candidate.compensation.read	Data preview for the Update Pay Rate action.
workorder.read worker_tracking.read	Retrieving data to preview the records to be updated.
Any of these permissions: workorder.update workorder.owned.update workorder.modifications.create workorder.owned.modifications.create	Bulk updates using file uploads.

Granting Bulk Update Functionality to Non-Administrator Users

You can make bulk update work order functionality available to non-administrator users by granting those users the workorder.update
or workorder.modifications.create
(or less commonly, the workorder.owned.update
or workorder.owned.modifications.create
) permission. Use

Security Settings

on the

Company Settings

page to assign permissions to roles.

You must also grant users at least 1 field-level permission to perform specific bulk update actions. This gives you granular control over which bulk actions non-administrator users can perform.

Example: Users with the workorder.update
permission and workorder.end
permission only see the option to bulk end work orders instead of the full suite of bulk actions.

Required Field-Level Permissions for Bulk Update Actions

Users with any of the permissions that enable bulk updates using file uploads, must also have 1 or more of these field-level permissions to perform the corresponding bulk update actions:

Action	Bulk Action Permissions
Add Per Worker Profile and Worker Profile Work Order Checklist Actions	worker_tracking.bulk.add_checklistactions
Bulk Add Per Contractor and Per Work Order Checklist Requirements for Jobs/SOW Roles	bulk_operations.jobs_roles.add_checklists
Change Pay Rate/Markup/Bill Rate	contractor.billrate.write
End Work Order	workorder.end
Update Charge Codes	field.charge_codes.write
Update Custom Fields	Custom fields have individual security settings.
Update Default Location	field.location.write
Update End Date	workorder.end_date.write
Update Fee Profile	workorder.fee_profile.write
Update Organization	field.organization_unit.write
Update Program Team Users	field.program_team_users.write
Update Resource Manager	field.resource_manager.write
Update Shifts	field.shifts.update
Update Start Date	workorder.start_date.write

For instructions on adding permissions to user roles, see Add Permissions to a User Role in Settings.