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How do I quickly add Users to Teams with bulk actions and filters?

  • Updated

 

From the spekit.co/app/ webpage
Click the Settings (gear) icon
Click the blue Manage button for Users
 
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Select the Filter(s) you wish to set to search by and depending on what was selected you could see one user or multiple
Click on a User to drill into it and you will see numerous attributes
  • Filter by the Selected Team(s)
  • Select a Salesforce (SF Profiles) to view
  • Select from Active, Invited, and Deleted
  • Click to select More filters
 
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Spekit user properties
Spekit User Type - All, Salesforce Login, Spekit Login
Has Spekit Roles - Has Roles - Viewer, Expert, Team Admin
 
Salesforce user properties
Salesforce Public groups (Assigned to SFDC users)
Salesforce Chatter groups (Assigned to SFDC users)
Salesforce Permissions - (Permission Sets assigned to SFDC users)
 
Once you've selected your criteria, click to Apply Filters
 
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This can be done for each of the users the Account Admin manages