How to manage users in bulk across a portfolio

How to manage users in bulk across a portfolio

Estimated 4 minute read

Updated Jan 5, 2026, 12:00 AM EST

Table of contents

Overview
Before you begin
Add new users to linked accounts in bulk
Edit user roles in bulk
Remove users in bulk
Activity logging and security
Troubleshooting
Additional resources

Overview

With bulk user management, portfolio users with the correct user roles can manage user access across multiple linked accounts from a single, centralized interface. This eliminates the need to toggle between individual accounts to add, edit, or remove users, providing a “bird's-eye view” of your organization’s active users.

In this article, you will learn how to:

Add new users to multiple accounts simultaneously.
Edit user roles and permissions in bulk.
Remove a user's access from selected linked accounts at once.
Understand SSO and Activity Log implications.

Before you begin

To add users or change their access across linked accounts from a portfolio, you must be one of the following:

Portfolio Owner
A portfolio user with User Management Edit permission

These actions change access to linked accounts. They do not add or remove users from the portfolio itself.

Add new users to linked accounts in bulk

You can invite one or more users to multiple accounts at once, ensuring new team members have the access they need across your entire brand portfolio.

All email addresses in an invitation batch receive the same account and role assignments. Accounts marked Managed by IdP cannot be selected here.

In your portfolio, navigate to Manage > Users.
Click Invite users.
Under Add user emails, enter up to 100 email addresses. You can separate multiple addresses using commas, spaces, or by pressing Enter.
Under Select language, choose the default language for new users, then click Next.
On Assign accounts and roles, open Add one or more account and select the accounts you want the users to access.
Assign a Role for each selected account. Note that Support is the default role; use the dropdown to change this if necessary.
Click Next to open Review your changes. Check the invitations and any role changes: sending the invitations also applies the role changes shown for users who already have access.
Click Send invite. If a Region conflict message appears, click Continue to proceed with the users who are eligible; users already in a different region will not be invited.

Edit user roles in bulk

You can edit a user's role for 1 account or apply the same role across multiple accounts. Bulk changes offer static roles only. To assign an available custom role, use the Role dropdown for that account.

You cannot change your own role or assign or change an Owner role here. Roles for accounts marked SSO or SCIM in the Managed by column are read-only on this screen.

Edit a role for 1 account

In your portfolio, navigate to Manage > Users > Active and click the user's name.
View the list of every account the user currently accesses and their specific role.
To update a role, select a new role from the Role dropdown next to the specific account.
In Confirm role update, click Update.

Bulk update roles across accounts

In your portfolio, navigate to Manage > Users > Active and click the user's name. Select the checkbox next to each account you wish to modify.
Click Change role in the bulk action bar.
On Review changes, select a new Role and review the Current role and New role columns.
Click Update roles.

Remove users in bulk

Quickly revoke a user's access to selected linked accounts. This does not remove their membership in the portfolio itself. You cannot remove an account's Owner through bulk user management.

In your portfolio, navigate to Manage > Users > Active and click the user's name.
View the list of accounts the user currently accesses.
To remove access from a single account:
Open the 3-dot menu next to the account.
Select Remove.
To remove access from multiple accounts:
Select the check box next to each account name.
Click Remove accounts in the bulk action bar.
Review the confirmation message and click Remove.

Revoke pending invitations

In Manage > Users, select Pending and click the user's name.
Select the accounts whose invitations you want to cancel, then click Revoke invite.
Review the confirmation message and click Revoke.

Activity logging and security

Every action taken within the bulk user management interface is tracked for security and compliance:

Audit trail: When a user's role changes or their access is removed from a linked account, an event is created in that account's activity log.
Traceability: The log entry identifies the portfolio where the change started and the portfolio user who performed the action.

Troubleshooting

Why can't I edit a specific user? Check the Managed by column: roles for accounts marked SSO or SCIM cannot be changed on this screen. For users managed through SSO with just-in-time (JIT) provisioning or SCIM, update their roles in your identity provider (e.g., Okta or Microsoft Entra ID). You also cannot change your own role.
Why don't I see Users? Make sure you are in your portfolio and that your role includes User Management View permission. User Management Edit permission is needed to make changes.
Why can't I update or remove a user who is an Owner? You cannot update the role of an account Owner or remove them from an account through portfolio bulk user management. The current Owner must transfer account ownership within the individual account before the former Owner can be removed.