Assigning users via Bulk Actions allows you to efficiently assign staff members to multiple clients at once, streamlining case management and saving time.

### Overview

- **What:** Use the Bulk Actions feature to assign one or more users to a filtered set of clients in a single operation
- **Why:** Manually assigning users to individual clients is time-consuming. Bulk Actions automates this process so you can assign caseloads in seconds
- **Who:** Administrators and users with Bulk Actions and user management permissions
- **Expected outcomes:** Selected users are assigned to all clients matching your search criteria, with optional notifications sent to the assigned users

### Prerequisites

- You must have an active eCourtDate account with permissions to use **Bulk Actions**
- You need user management rights to assign users to clients
- The users you want to assign must already exist in your agency (see [How to Manage Users](/how-to-manage-users))
- You should know the search criteria to filter the clients you want to assign (event date, location, flow, etc.)

### How-To Steps

#### Step 1: Navigate to Bulk Actions

1. Click **Bulk Actions** from the top navigation bar.

![Main navbar bulk actions](https://assets.ecourtdate.com/images/articles/bulk-actions-main-navbar.png)

#### Step 2: Create a New Assign Users Action

1. Select **Assign Users** from the **Action Type** dropdown in the left column.
2. Click the **Add** button to create the bulk action.

![Add bulk actions assign users](https://assets.ecourtdate.com/images/articles/add-bulk-action-assign-users.png)

#### Step 3: Configure and Run the Assignment

1. Select the user you want to assign in the **Assign To** field.

![Assign to user bulk actions form](https://assets.ecourtdate.com/images/articles/bulk-actions-assign-to-user-form.png)

2. Configure the following options as needed:
   - **Unassign Current Users:** Check this to remove existing user assignments from the selected clients before applying the new assignment.
   - **Notify Assign To:** Check this to send a notification to the assigned user about their new assignments.
3. Use the search form on the left to filter the clients you want to assign. You can search by event date, location, assigned user, flow, and other parameters.
4. Click the **Search** button to preview the matching clients.
5. Review the results in the right column to confirm the correct clients are selected.
6. Click the **Live Run** button to execute the assignment.

### What to Expect

After running the bulk action, you should expect the following:

- The selected user is assigned to all clients matching your search criteria.
- You receive a confirmation email once the bulk action is complete.
- The assignment changes are reflected immediately on each client's record.

### Best Practices

- Always use the **Search** button to preview matching clients before clicking **Live Run** to confirm you are targeting the correct group.
- Use the **Unassign Current Users** option carefully. It removes all existing assignments from the matched clients before applying the new one.
- Filter by specific criteria (event date, location, flow) to create precise assignments rather than broad ones.
- Enable the **Notify Assign To** option so assigned users are immediately aware of their new caseload.
- Run bulk assignments during off-peak hours for large client sets to minimize any processing delays.

### Frequently Asked Questions

**Q: Can I unassign users or change assignments made through Bulk Actions?**
A: Yes. You can modify user assignments at any time. Use the Bulk Actions feature with the **Assign Users** action type to reassign, or check **Unassign Current Users** to remove existing assignments.

**Q: What happens if I check "Unassign Current Users"?**
A: All currently assigned users are removed from the matching clients before the new user is assigned. Use this option when you want to replace existing assignments entirely.

**Q: Can I assign multiple users to the same set of clients?**
A: Yes. Run separate bulk actions for each user you want to assign, and leave **Unassign Current Users** unchecked so previous assignments are preserved.

**Q: How do I know when the bulk action is complete?**
A: You receive a confirmation email once the bulk action finishes processing. You can also check the Bulk Actions page to see the status of your action.

**Q: Is there a limit to how many clients I can assign in one bulk action?**
A: There is no strict limit, but very large assignments may take longer to process. You will receive a confirmation email when the action is complete.

### Troubleshooting

**Issue:** Bulk action does not assign the user to any clients.
**Symptoms:** After clicking **Live Run**, no clients show updated assignments.
**Solution:**

1. Verify your search criteria returned matching clients by clicking the **Search** button first.
2. Confirm the user you selected in the **Assign To** field is an active user in your agency.
3. Check that you have the required permissions to perform bulk actions and manage user assignments.

**Issue:** The wrong clients were assigned.
**Symptoms:** Users are assigned to clients outside the intended group.
**Solution:**

1. Review the search filters you used before running the action.
2. Use more specific filters (event date, location, flow) to narrow down the target client set.
3. Run a new bulk action with the correct filters and check **Unassign Current Users** to fix the assignments.

**Issue:** Confirmation email not received.
**Symptoms:** The bulk action appears to have run, but you did not receive a confirmation email.
**Solution:**

1. Check your spam or junk folder.
2. Verify the email address on your eCourtDate user profile is correct.
3. If the issue persists, check the Bulk Actions page for the action's status.

### Related Articles

- [How to Manage Users](/how-to-manage-users)
- [How to Send a Mass Message using Bulk Actions](/how-to-send-a-mass-message-using-bulk-actions)
- [Roles and Permissions](/roles-and-permissions)
- [How to Manage Roles Assigned to a User](/how-to-manage-roles-assigned-to-a-user)
- [How to Edit Your User Profile](/how-to-edit-your-user-profile)