How to Add Multiple Users to a Group at Once in Bold BI

Adding multiple existing users to a group can streamline the process of managing group memberships. Below is a step-by-step guide on how to add multiple users to a group in one action:

Access the Group Section

1. First, click on the Settings option on the Bold BI site.
2. Then, choose the Group option located under the USER AND AUTHENTICATION category.
   

Select a Group

Select an existing group to which you wish to add users. Follow these steps:

1. Find the desired group from the list of available groups.
2. Click on the group’s name to go to the page where you can add multiple users.
   
   
   
   
   

Add Users

Open the Add Users Option

Look for an Add Users option within the group. This is often represented as a drop-down menu.

Select Users

Typically, there are two ways to select users:

1. Select All Users: This option enables you to add all available users to the group with a single click by selecting Select All.
   
   
2. Manually Select Specific Users: Alternatively, you can manually add users by clicking on their names in the user list.
   
   

Confirm Selection

Once you have made your selections, click the Add button to finalize the process. The selected users will be added to the group immediately.

By following these steps, you can efficiently manage group memberships, save time, and ensure that all necessary users are part of the appropriate groups.