---
title: Bulk Actions in Cloud
description: "# Org Management Bulk Actions This guide will cover how to perform organisation management actions against multiple staff members at once Please follow the interactive guide below, a written guide is also available at the bottom of the page. ![](https://cclearninghub.co.uk/wp-content/uploads/2025/04/CCLH-Banner-2025-2-1024x610.png)…"
url: "https://cclearninghub.co.uk/docs/bulk-actions-in-cloud/"
updated: "2025-07-14"
category: Care Control Cloud / Organisational Management
---

# Bulk Actions in Cloud

# Org Management Bulk Actions

This guide will cover how to perform organisation management actions against multiple staff members at once

Please follow the interactive guide below, a written guide is also available at the bottom of the page.

            ![](https://cclearninghub.co.uk/wp-content/uploads/2025/04/CCLH-Banner-2025-2-1024x610.png)

[Developed Bulk Wizard - Access roles, Update Position and Add Permission Roles.](https://demo.arcade.software/6dgMXaNDaHyRv49jjg8I?embed&embed_mobile=inline&embed_desktop=inline&show_copy_link=true)

## Written guide

######  

###### 1. For this guide, you will be shown a few examples of choosing an action within the ‘Bulk Actions’ tool. To get started, In the ‘My Hub’ dashboard, click the ‘Org Management’ app.

 

  

#### **2. Next, you then want to click the ‘Open Wizard’ button under ‘Bulk Actions’.**

 

  

#### **3. Here, you will see a list of available actions. For the first example, I will choose ‘Add Access Roles’.**

 

  

#### **4. Click the ‘Next’ button.**

 

  

#### **5. Next, choose the access role for the user you’ll be assigning this to.**

 

   

#### **6. Once choosing the access role, select the ‘Add’ button.**

 

  

#### **7. Next, click the ‘Next’ button.**

 

  

#### **8. Then, choose the users you would like to process.**

 

  

#### **9. Then select the ‘Add’ button.**

 

  

#### **10. Click the ‘Next’ button.**

 

  

#### **11. You will then see a visual workflow of the following bulk change. Once you have reviewed these changes, make sure to click the ‘Submit’ button at the bottom right.**

 

###  

#### **12. Another example when choosing an action is ‘Update Position’. Use the same process and select ‘next’ when done.**

 

  

#### **13. This will then present a list of positions.**

 

  

#### **14. You also have the option to search for a position by using the search bar.**

 

  

#### **15. Select the position.**

 

 

#### **16. You will now need to select the users you want to assign to the updated position.**

 

  

#### **17. Click the ‘Add’ button once you had chosen the users. Then click the ‘Next’ button on the bottom right.**

 

###  

 

#### **18. You will then see the same page previous to the first example. A visual workflow of the changes you are making to a users position.**

 

#### **19. Another example when choosing an action is ‘Add Permission Roles’.**

 

  

#### **20. Next, click the ‘Next’ button.**

 

  

#### **21. As you’ll see, this action works slightly differently. That’s because it requires you to select both a permission role and a site before proceeding.**

 

  

#### **22. Here you will see a drop down arrow. You are then able to click these which will showcase the permission roles which are contained within those applications.**

 

####  

#### **23. Once you have chosen the permission role, you can then select the site you want to add it to. You also have the option to search for a site. And if you’d like to make this change globally, do not choose a site and instead, leave this section blank.**

    

#### **24. Once you have chosen the permission role and site, you can the click the ‘Submit’ button to save any changes.**