Sonia: Assigning permissions to site contacts in bulk

Scenarios

Here are a few common reasons why you might need to assign permissions in bulk on site contacts:

• Ensure that all mentors assigned to placements can edit (approve) timesheets
• Ensure all Primary Contacts can perform general administration (i.e., update the site profile)

Instructions

1. On the Home tab, single-click on the Site Contacts module
2. Click the Search tab at the top left
3. Enter filter criteria as needed
4. Click the Search button at the right

5. Click the Roles and Permissions button on the ribbon
6. Select the permission to be applied to everyone in the search results > Click the Assign button

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