---
title: "Bulk Actions: Manage Users"
description: Learn how to keep a full team roster organized and up to date, from first days to last days, using bulk user actions.
---

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1. [Help center](https://help.trainual.com/en?hsLang=en)
2. [Users, groups & access for training suite](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en)
3. [Adding & managing users](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#adding-managing-users)

# Bulk Actions: Manage Users

## Learn how to keep a full team roster organized and up to date, from first days to last days, using bulk user actions.

---

Managing 10 people is easy. Managing 100+? 😵‍💫 Well, that’s where bulk user actions step in to help you keep pace and your team list tidy, no matter how fast you're growing.

![](https://help.trainual.com/hs-fs/hubfs/undefined-Oct-18-2026-12-21-13-0776-AM.png?width=670&height=323&name=undefined-Oct-18-2026-12-21-13-0776-AM.png)  
![Before you start:](https://help.trainual.com/hs-fs/hubfs/image-png-Oct-18-2026-10-59-10-2851-PM.png?width=185&height=28&name=image-png-Oct-18-2026-10-59-10-2851-PM.png)

- Bulk user actions are available under any [**Trainual subscription**](https://help.trainual.com/en/what-trainual-is-and-what-its-not?hsLang=en). [**Contact our support team**](https://help.trainual.com/en/articles/7974748-contact-trainual?hsLang=en) for any subscription help. 🤗
- Bulk user actions on the [**manage users page**](https://help.trainual.com/en/manage-users?hsLang=en) are only available to [**Admin+ permissions**](https://help.trainual.com/en/articles/9242472-admin-vs-billing-admin-permission-overview?hsLang=en) and [**group managers**](https://help.trainual.com/en/articles/9106194-group-manager?hsLang=en).

🗂️ **Table of contents:** Skip around to just the parts you need with these links.

- [**Overview**](https://help.trainual.com/en/bulk-actions-manage-users#overview).
- [**Access bulk user actions**](https://help.trainual.com/en/bulk-actions-manage-users#access-user-action-bar). 
    - [**Select all users or clear selections**](https://help.trainual.com/en/bulk-actions-manage-users#selections).
    - [**Strategy corner: Try pairing with user filters**](https://help.trainual.com/en/bulk-actions-manage-users#strategy-corner-try-pairing-with-user-filters).
- [**Bulk manage user invites**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-invites).
- [**Bulk manage user seats**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-seats-for-all-suites).
- [**Bulk edit user permissions**](https://help.trainual.com/en/bulk-actions-manage-users#edit-user-permissions-for-all-suites).
- [**Bulk export user lists to a CSV**](https://help.trainual.com/en/bulk-actions-manage-users#export-lists-to-CSV-file).
- [**Bulk archive users**](https://help.trainual.com/en/bulk-actions-manage-users#archive).
- [**FAQs**](https://help.trainual.com/en/bulk-actions-manage-users#FAQs).
- [**Learn more about managing users in Trainual**](https://help.trainual.com/en/bulk-actions-manage-users#learn-more-about-managing-users-in-Trainual).

---

### Overview:

Hiring, promotions, the end of a busy quarter...every season brings a new wave of different people updates. Bulk user actions help you ride those waves easily with just a few clicks, so your team data always stays accurate and fully ready for what's next.

✒️ *Here’s how bulk user actions make every team change easier:*

- 📨 **Get everyone in the door faster**. Quickly see who’s been [**invited**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-invites) and who hasn’t, then send first-time invites or friendly reminders out in big batches.
- 🎟️ **Keep suite access right-sized**. Spot who should (or shouldn't) have a [**seat**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-seats-for-all-suites) in [**Training**](https://trainual.com/training-suite), [**Operations**](https://help.trainual.com/en/operations-suite?hsLang=en), or [**Performance**](https://help.trainual.com/en/performance-suite?hsLang=en), then make those changes all together.
- 🔐 **Update permissions in one pass**. Line up everyone who needs the same new or adjusted Trainual [**access**](https://help.trainual.com/en/bulk-actions-manage-users#edit-user-permissions-for-all-suites), choose the level, and apply it to their accounts.
- 📊 **Pull user info into a single export**. Create any teammate list and turn it into a [**CSV file**](https://help.trainual.com/en/bulk-actions-manage-users#export-lists-to-CSV-file) you can externally sort, share, and save, delivered straight to your inbox.
- 👋 **Offboard without loose ends**. [**Pass along**](https://help.trainual.com/en/bulk-actions-manage-users#archive) everything someone owns, from [**content**](https://help.trainual.com/en/organize-your-content-standalone-vs-subjects?hsLang=en) to [**goals**](https://help.trainual.com/en/goals?hsLang=en) and [**scorecards**](https://help.trainual.com/en/scorecards?hsLang=en), so tasks and projects never stop moving.

That's big team changes, fast. It feels so good, you might just break into a victory dance!

![](https://media4.giphy.com/media/v1.Y2lkPTc5MGI3NjExNXRzZXliZjh1ajdsODY2ZnNrODEzbWdxaGt0bGp6emg4NGo3cTNkYSZlcD12MV9pbnRlcm5hbF9naWZfYnlfaWQmY3Q9Zw/orv83pW2xCswteoxNN/giphy.gif)

---

### Access bulk user actions:

Select the teammate accounts that need an update, and every bulk user action becomes available, right at your fingertips. Getting started takes just a few seconds. 👇

![](https://help.trainual.com/hs-fs/hubfs/image-png-Oct-16-2026-09-22-18-0068-PM.png?width=670&height=193&name=image-png-Oct-16-2026-09-22-18-0068-PM.png)

1. **Expand** "**Account**" from the left-hand navigation menu.
2. Select "[**Manage users**](https://help.trainual.com/en/manage-users?hsLang=en)."
3. **Check the box next to each person** that you want to take action on.
4. **Look for the user action bar** at the bottom of your screen and choose which action you'd like to take: [**manage user invites**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-invites), [**manage user seats**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-seats-for-all-suites), [**edit user permissions**](https://help.trainual.com/en/bulk-actions-manage-users#edit-user-permissions-for-all-suites), [**export user lists to CSV**](https://help.trainual.com/en/bulk-actions-manage-users#export-lists-to-CSV-file), or [**archive users**](https://help.trainual.com/en/bulk-actions-manage-users#archive).

🔥 **Tip**:

- ✅ **To select everyone** on your current user page (up to 50 people), check the box next to the “Name” column header.
- ❌ **To clear your selections**, click the "x" on the right side of the user action bar.

| 💭 **Strategy corner**: Try pairing [**user filters**](https://help.trainual.com/en/articles/5640916-filter-manage-users-info?hsLang=en) with bulk user actions to zero in on exactly who needs updating, then take care of them all in one big move. - 🔍 **Narrow it down first**. Click “[**Filter**](https://help.trainual.com/en/articles/5640916-filter-manage-users-info?hsLang=en)” on the [**manage users page**](https://help.trainual.com/en/manage-users?hsLang=en) and choose your criteria, like start date or group, to display only the people you need. - 🍔🍟 **Start taking bulk user actions with go-to combos like these**: - **For a new hire cohort, filter by start date**. Enter their start date, select everyone who's ready to be [**invited**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-invites), and send those emails as a batch. - **For team changes or growth, filter by [group](https://help.trainual.com/en/articles/8190371-groups?hsLang=en)**. Pull up everyone in a role, location, or department, then update their [**suite seats**](https://help.trainual.com/en/bulk-actions-manage-users#manage-user-seats-for-all-suites) all together. - **For platform audits, filter by permission**. Quickly find anyone with more (or less) [**access**](https://help.trainual.com/en/bulk-actions-manage-users#edit-user-permissions-for-all-suites) than they need, then update everyone in one sweep. |
| --- |

---

### Bulk manage user invites:

Make sure no one misses out on their training and resources by quickly inviting your newcomers and nudging those teammates who haven’t joined Trainual yet.

![](https://help.trainual.com/hs-fs/hubfs/image-png-Oct-16-2026-11-48-19-4696-PM.png?width=650&height=326&name=image-png-Oct-16-2026-11-48-19-4696-PM.png)

1. **Expand** "**Account**" from the left-hand navigation menu.
2. Select "[**Manage users**](https://help.trainual.com/en/manage-users?hsLang=en)."
3. Open the "**Pending**" **tab**.
4. **Check the box next to each person** you want to invite.
5. **Click** “**Manage invites**” in the user action bar.
6. **Choose an invite option**:
   
     - “**Send invites**” to anyone who hasn’t been invited yet.
     - “**Re-send invites**” to anyone who needs a nudge or can't find the email.
7. **Hit the invite button** in the pop-up to confirm. Your selected users will receive an invitation email to the address they have on file in Trainual.

📝 **Please note**: For re-sends, any previous invitation links will still remain valid.

📚 **For a full walkthrough** on adding users to Trainual, see "[**Add New Teammates**](https://help.trainual.com/en/add-new-teammates?hsLang=en)." ↗

---

### Bulk manage user seats:

Keep your seats working for you. Add your people to [**Trainual suites**](https://help.trainual.com/en/what-trainual-is-and-what-its-not?hsLang=en) or free up unused seats as [**roles**](https://help.trainual.com/en/trainuals-ai-role-chart?hsLang=en) change, so teammates only access and see what’s relevant to them.

![](https://help.trainual.com/hs-fs/hubfs/image-png-Oct-17-2026-10-27-02-0018-PM.png?width=650&height=326&name=image-png-Oct-17-2026-10-27-02-0018-PM.png)

1. **Expand** "**Account**" from the left-hand navigation menu.
2. Select "[**Manage users**](https://help.trainual.com/en/manage-users?hsLang=en)."
3. Open the "**Active**" or "**Pending**" **tab**.
4. **Check the box next to each person** you'd like to add or remove.
5. **Click** “**Manage seats**” in the user action bar.
6. **Choose a Trainual suite** to add users to or remove them from:
   
     - [**Training**](https://trainual.com/training-suite).
     - [**Operations**](https://help.trainual.com/en/operations-suite?hsLang=en).
     - [**Performance**](https://help.trainual.com/en/performance-suite?hsLang=en).
7. **Hit the** "**Add user**" or "**Reassign and remove**" **button** in the pop-up to proceed.
   
     - **🟢 Added users?** You’re all set. They now have access to the suite at the permission level you set up when you originally [**added them to Trainual**](https://help.trainual.com/en/add-new-teammates?hsLang=en).
     - **🔴 Removed users?** Review everything they currently own in that suite, choose a new owner for each item, then hit the "Reassign and remove" button one more time to confirm the update.

📝 **Please note**: [**Billing Admins**](https://help.trainual.com/en/articles/9242472-admin-vs-billing-admin-permission-overview?hsLang=en) always have access to every [**Trainual suite**](https://help.trainual.com/en/what-trainual-is-and-what-its-not?hsLang=en) you subscribe to. Their seats can't be edited, even if they’re part of your bulk user selection.

📚 **For a full walkthrough** on offboarding users, see "\[*Coming Soon*\]." ↗

---

### Bulk edit user permissions:

New departments, expanded locations, fresh leadership — as your company evolves, you'll easily keep everyone’s access in step with what they need using this action.

![](https://help.trainual.com/hs-fs/hubfs/image-png-Oct-17-2026-11-02-10-5549-PM.png?width=650&height=326&name=image-png-Oct-17-2026-11-02-10-5549-PM.png)

1. **Expand** "**Account**" from the left-hand navigation menu.
2. Select "[**Manage users**](https://help.trainual.com/en/manage-users?hsLang=en)."
3. Open the "**Active**" or "**Pending**" **tab**.
4. **Check the box next to each person** you'd like to change permissions on.
5. **Click** “**Edit permission**” in the user action bar.
6. **Choose a new permission level** from the drop-down:
   
     - [**Billing Admin**](https://help.trainual.com/en/articles/9242472-admin-vs-billing-admin-permission-overview?hsLang=en): Gives entire platform access, including [**billing settings**](https://help.trainual.com/en/billing-plans-for-training-suite#main-content).
     - [**Admin**](https://help.trainual.com/en/articles/9242472-admin-vs-billing-admin-permission-overview?hsLang=en): Gives entire platform access, minus [**billing settings**](https://help.trainual.com/en/billing-plans-for-training-suite#main-content).
     - [**Author**](https://help.trainual.com/en/articles/9260464-author-permission-level?hsLang=en), [**Contributor**](https://help.trainual.com/en/articles/9242635-contributor-permission-overview?hsLang=en), or [**General**](https://help.trainual.com/en/articles/6370945-general-user-permission-level?hsLang=en): Grants specific and varied Trainual platformaccess, depending on the suite.
7. **Hit the** "**Save**" **button** in the pop-up to confirm. Every selected user now has the new permission level you've chosen.

📝 **Please note**: This is a very high-level overview of permissions within the Trainual platform and does not cover every use case. For more details about suite-specific permissions, please see "\[*Coming Soon*\]," "\[*Coming Soon*\]," and "\[*Coming Soon*\]."

---

### Bulk export user lists to a CSV:

Need some team info for an upcoming meeting, audit, or planning session? Customize your user list and export it as a CSV file, sent straight to your email.

![](https://help.trainual.com/hs-fs/hubfs/image-png-Oct-17-2026-11-23-15-1414-PM.png?width=650&height=326&name=image-png-Oct-17-2026-11-23-15-1414-PM.png)

1. **Expand** "**Account**" from the left-hand navigation menu.
2. Select "[**Manage users**](https://help.trainual.com/en/manage-users?hsLang=en)."
3. Open the "**Active**," "**Pending**," or "**Archived**" **tab**.
4. **Check the box next to each person** you'd like to include in your file.
5. **Click** “**Export to CSV**” in the user action bar.
6. **Hit the** "**Export**" **button** in the pop-up to confirm. Your selected user info is sent to your email address from "no-reply@trainual.com" as an attached CSV file.

📝 **Please note**: Large exports may take a bit longer to process. Don't see the email? Check your spam folder first, then try these [**troubleshooting steps**](https://help.trainual.com/en/articles/5808344-email-delivery-issues?hsLang=en).

🔥 **Tip**: [**User column filters**](https://help.trainual.com/en/articles/5640916-filter-manage-users-info#:~:text=%F0%9F%93%8A-,Columns,-%3A%20Shorten%20the) are super helpful for customizing your people reports.

---

### Bulk archive users:

No more hunting down who owned what before offboarding. See every item a departing teammate owns and pass it along to the right people before they’re [**archived**](https://help.trainual.com/en/archive-and-unarchive-people?hsLang=en).

![](https://help.trainual.com/hs-fs/hubfs/undefined-Oct-18-2026-12-07-45-1513-AM.png?width=650&height=421&name=undefined-Oct-18-2026-12-07-45-1513-AM.png)

1. **Expand** "**Account**" from the left-hand navigation menu.
2. Select "[**Manage users**](https://help.trainual.com/en/manage-users?hsLang=en)."
3. Open the "**Active**" or "**Pending**" **tab**.
4. **Check the box next to each person** you'd like to archive.
5. **Click** “**Archive**” in the user action bar.
6. **Review what each user owns** under their suites and teams in the pop-up. For a full breakdown and individual reassigning, **click the** “**Detailed view**" **icon**.
7. **Assign a new owner** to each item.
8. **Hit the** "**Reassign and archive**" **button** to apply your changes.

📝 **Please note**: Archived users can be [**restored anytime**](https://help.trainual.com/en/archive-and-unarchive-people#:~:text=%F0%9F%93%A5%20To%20unarchive%20a%20team%20member%3A), intact with all their user data.

📚 **For a full walkthrough** on offboarding users, see "\[*Coming Soon*\]." ↗

---

### FAQs:

***How do I split a departing user’s current items between multiple new owners?***  
During the [**archive process**](https://help.trainual.com/en/bulk-actions-manage-users#archive), click the "Detailed view" icon next to their suites and teams lists to reassign each item type they own separately. For example, you can reassign a user's [**Training content**](https://help.trainual.com/en/organize-your-content-standalone-vs-subjects?hsLang=en) to one teammate and their [**software & tools**](https://help.trainual.com/en/software-and-tools?hsLang=en) to another.

***Is it possible to accidentally apply the same bulk user action twice?***  
No. Bulk user actions in Trainual only apply to the people that need the change. Any users already set the way you want them are automatically skipped, so no one gets double-added to a suite or holds multiple permission levels, for example. That’s why the number shown in confirmation pop-ups can appear smaller than the number of people you've selected from the manage users page.

***Why isn’t a teammate showing up as an option to assign as a new owner?***  
Users only show up as an owner option for suites and teams they can access. For example, someone without an Operations seat can't take over a [**goal**](https://help.trainual.com/en/goals?hsLang=en) or [**update**](https://help.trainual.com/en/updates?hsLang=en).

***How can I submit my feedback and ideas about features?***  
If you'd like to share your thoughts on bulk user actions or suggest something else you'd like to see added in the future, send us your [**feature requests and ideas**](https://help.trainual.com/en/submit-feature-requests-and-product-feedback-about-trainual?hsLang=en).

---

### Learn more about managing users in Trainual:

- Build your whole [**role chart with AI**](https://help.trainual.com/en/trainuals-ai-role-chart?hsLang=en) to map out who does what in the company.
- Define [**job-specific expectations**](https://help.trainual.com/en/articles/5544258-responsibilities?hsLang=en) and pair it all with [**Training content**](https://help.trainual.com/en/organize-your-content-standalone-vs-subjects?hsLang=en).
- Lock down Trainual account access to [**approved locations only**](https://help.trainual.com/en/articles/5589631-location-control-with-ip-restrictions?hsLang=en), like your office.

- [Training suite foundations](https://help.trainual.com/en/training-suite-foundations?hsLang=en#main-content)

    - [Learning & certifications](https://help.trainual.com/en/training-suite-foundations?hsLang=en#learning-certifications)
    - [Community & resources](https://help.trainual.com/en/training-suite-foundations?hsLang=en#community-resources)
- [Operations suite hub](https://help.trainual.com/en/operations-suite-hub?hsLang=en#main-content)

    - [About operations suite](https://help.trainual.com/en/operations-suite-hub?hsLang=en#about-operations-suite)
    - [Operations toolkit](https://help.trainual.com/en/operations-suite-hub?hsLang=en#operations-toolkit)
- [Performance suite hub](https://help.trainual.com/en/performance-suite-hub?hsLang=en#main-content)

    - [About performance suite](https://help.trainual.com/en/performance-suite-hub?hsLang=en#about-performance-suite)
    - [Performance toolkit](https://help.trainual.com/en/performance-suite-hub?hsLang=en#performance-toolkit)
- [Account & user settings for training suite](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#main-content)

    - [Account setup & management](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#account-setup-management)
    - [My profile & preferences](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#my-profile-preferences)
    - [Notifications & emails](https://help.trainual.com/en/account-user-settings-for-training-suite?hsLang=en#notifications-emails)
- [Users, groups & access for training suite](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#main-content)

    - [Adding & managing users](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#adding-managing-users)
    - [Groups & group management](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#groups-group-management)
    - [Permissions & access control](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#permissions-access-control)
    - [Roles, responsibilities & org structure](https://help.trainual.com/en/users-groups-access-for-training-suite?hsLang=en#roles-responsibilities-org-structure)
- [Building & structuring training content](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#main-content)

    - [Content builder basics](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#content-builder-basics)
    - [Creating subjects, documents & pages](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#creating-subjects-documents-pages)
    - [Creating tests](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#creating-tests)
    - [Creating other content types](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#creating-other-content-types)
    - [Templates & starter content](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#templates-starter-content)
    - [AI & smart-assist tools](https://help.trainual.com/en/building-structuring-training-content?hsLang=en#ai-smart-assist-tools)
- [Organizing & managing training content](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#main-content)

    - [Arranging content](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#arranging-content)
    - [Content settings & requirements](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#content-settings-requirements)
    - [Content publishing, sharing & visibility](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#content-publishing-sharing-visibility)
    - [Collaborating on content](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#collaborating-on-content)
    - [Content updates & cleanup](https://help.trainual.com/en/organizing-managing-training-content?hsLang=en#content-updates-cleanup)
- [Training tools & experience](https://help.trainual.com/en/training-tools-experience?hsLang=en#main-content)

    - [Accessing your training](https://help.trainual.com/en/training-tools-experience?hsLang=en#accessing-your-training)
    - [Encouraging training completions](https://help.trainual.com/en/training-tools-experience?hsLang=en#encouraging-training-completions)
    - [AI help & search](https://help.trainual.com/en/training-tools-experience?hsLang=en#ai-help-search)
- [Enhancing training with media & embeds](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#main-content)

    - [Videos & screen recordings](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#videos-screen-recordings)
    - [Images, audio & GIFs](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#images-audio-gifs)
    - [Content & media from other tools](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#content-media-from-other-tools)
    - [Files & forms](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#files-forms)
    - [Formatting & links](https://help.trainual.com/en/enhancing-training-with-media-embeds?hsLang=en#formatting-links)
- [Training reports & data](https://help.trainual.com/en/training-reports-data?hsLang=en#main-content)

    - [Monitoring training progress](https://help.trainual.com/en/training-reports-data?hsLang=en#monitoring-training-progress)
    - [Progress & completion data](https://help.trainual.com/en/training-reports-data?hsLang=en#progress-completion-data)
    - [Recovery, history & results](https://help.trainual.com/en/training-reports-data?hsLang=en#recovery-history-results)
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