How can I update or view User Permissions in Bulk?

Objective

Modify or update user permissions in bulk

Environment

PolicyStat, Microsoft Excel

Procedure

As a Site Admin, it may be useful to identify a list of all users in your site who have elevated user roles or permissions. For example, quickly identifying which users on your site have access to the Editor (Owners, Approvers, Area Editors, Area Managers, and Site Admins) to target your internal communications regarding PolicyStat updates.

PLEASE NOTE: If users are removed from the bulk upload, their permissions will be revoked.

To identify which users have been assigned elevated permissions, generate a User Permission Report.
This report will only include permissions for sites you administer.

1. Navigate to the Admin Console from the Manage menu in the top navigation
   • In the Legacy interface, click the Admin tab
2. Click Users
   
3. Click Bulk Permissions Report (located in the blue bar in the top right).
   
4. Click the Download User Permissions button on Step 1.
   
   • NOTE: This will download as a CSV (comma-separated value) report. These reports are typically open with spreadsheet programs such as Microsoft Excel.
5. Complete steps 2-4 found on the Bulk Permissions page to modify the User permissions. Please make note of the required phrases and titles in the Columns area to ensure the proper terminology is used.
   
   If you are using the report to gather information and not make changes, you do not need to complete the steps to edit permissions.

PolicyStat Role	Title (Report)	Defined
User	default	Zero extra permission. Use this option to revoke an existing permission.
Owner (one policy only)	Does not appear on this report. For specific document owner information download the Active, Pending and Draft Policies CSV reports.
Approver	Does not appear on this report.  See this article: Can I modify Approval Workflows in bulk or identify Approvers?
View Restricted	can_view_restricted_documents	Permit viewing policies in this area that are marked as restricted.
Area Editor	document_owner	Also permits creating new policies and editing existing policies in the identified area.
Area Manager	department_owner	Also permits archiving policies, assigning acknowledgments, and editing user groups.
Area Administrator	area_admin	Also permits overriding policies.
Site Administrator	site_admin	Complete administer rights. This option is only valid if the department_name is blank.

To gather information on Approvers, generate a Bulk Approval Workflow report.
For more on that report, see this article: Can I modify Approval Workflows in bulk or identify Approvers?