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How to bulk change assignees and compliance settings on schedules

Update assignees, reviewers, owners, compliance settings, and result visibility across many Schedules at once from the Schedules page.

Written by Logan Bowlby

Overview

Bulk changes let you update many Schedules at once — assignees, reviewers, owners, compliance settings, and result visibility — keeping large setups consistent without editing each Schedule by hand.

Users must be Super Users or have the following Role to bulk-edit Schedules:

  • Schedules: Modify

Why this matters: Applying a change one Schedule at a time across dozens of Locations is slow and invites inconsistency. Bulk editing makes a policy change — a new reviewer, a compliance rule — land everywhere at once.


Bulk change assignees, reviewers, and owners

1. Open the Schedules page

In the Backend, go to Schedules.

2. Select schedules

Use the checkboxes to select the Schedules to update — the search bar and filters help narrow the list.

3. Open the bulk-change menu

Click the Bulk Change icon and choose Bulk Change Assignees/Reviewers/Owners.

4. Add, remove, or replace

Choose to Add, Remove, or Replace, select the Users or Groups, and confirm.


Bulk change compliance settings

From the same bulk-change menu, adjust the compliance settings. Use the dropdowns to set new values, or leave any as Do not change, then click Update Selected Values.


Bulk change result visibility

Choose who can view results — Assignees, Performing User, or Reviewers Only — and confirm.

Critical: Bulk changes can't be undone automatically. Double-check your selection before confirming — to revert, you'd need to run another bulk change.

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