

# Edit users in bulk in Amazon Connect Customer
<a name="edit-users-in-bulk"></a>

Bulk edit mode enables you to quickly edit the attributes that are common across user records, such as routing profiles, security profiles, and tags.

**Tip**  
While a batch of bulk edits is being processed, you can continue working on the **User management** page, such as selecting more records to edit or delete, in bulk or individually. This is useful for quickly updating settings, such as routing profiles for groups of agents.

1. Log in to Connect Customer with an Admin account, or an account assigned to a security profile that has **Users - Edit** permission.

1. In Connect Customer, on the left navigation menu, choose **Users**, **User management**. 

1. If needed, choose **Add filter** to specify a subset of users, such as users with a specific **Routing profile**. This option is shown in the following image.  
![The add filter option.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-filter.png)

1. To quickly update a large number of users, at the bottom of the table choose to display **100** rows per page, as shown in the following image.  
![The rows per page dropdown box.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-rows-per-page.png)

1. To edit all the records on the page, choose the top box. Otherwise, select one or more records you want to edit at the same time. Choose **Edit**.  
![The User management page, emphasizing the top box, which selects all user records.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-edit-select.png)

1. On the **Bulk edit** page, in the **Settings** section, you can choose the following settings for all of the selected users:
   + Security profile
   + Routing profile
   + Phone type
   + Auto accept per channel
   + After Call Work (ACW) timeout per channel
   + Agent hierarchy, if this has been set up
   + Tags

1. Choose **Save** to apply your changes to the selected records.

1. While that batch of user records is being updated, you can continue working on the **User management** page, performing other create, edit, and delete tasks on user records.

## Perform other edit tasks while a batch of bulk edits is being processed
<a name="other-edit-tasks"></a>

After saving an update for a group of users, you can either make additional changes on the **Bulk edit** page (for example, [edit other user details](#edit-other-user-details) such as contact information) or you can choose different user records to edit. 

**Important**  
As long as you remain on the **User management** page, your update request will continue to be processed. Review the messages at the top of the page for the status of the update.

The following image shows an example of message at the top of the **User management** page that Connect Customer is updating a batch of user records. 

![A banner showing Connect Customer in the process of updating a batch of user records.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-bulk-edit-banner3.png)


When you perform additional tasks on the **User management** page, Connect Customer appends the next request to create, edit, or delete user records to the existing status message at the top of the page. Connect Customer sequentially processes them in bulk.

Following are some tips about how Connect Customer processes bulk edit requests.
+ If you choose **Cancel** during a bulk create, edit, or delete, **only those requests not yet processed are canceled**.
+ A message displays how many users were successfully updated. Choose **Refresh** to refresh the page with the list of the updated users.  
![The button to refresh the results of Connect Customer processing bulk edit requests.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-bulk-cancel-refresh.png)
+ If some user records fail to be updated, a message similar to the following image is displayed:   
![A message showing that users failed to be updated.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-failed-edit.png)

  You have the following options:
  + Choose **download the CSV** to discover the reason changes weren't updated. In the following example, the agent hierarchy was deleted before the user records were saved.  
![A diagram showing why edits failed and the failed fields.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-failed-edit-reason.png)
  + Choose **Try again** to resubmit only those user records that failed. The others were already successfully updated. 
  + Choose **Edit** to be directed to the **Bulk edit** page so you can change the input for the user records that failed.  
![A diagram showing the Bulk edit option.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-bulk-edit-fail-input.png)
  + Choose **Cancel** to not do anything with the 3 user records that weren't updated.

## Edit other user details
<a name="edit-other-user-details"></a>

You can page through selected user records to make updates to contact information, rather than choosing and opening each record individually. 

1. On the **Bulk edit** page, select the user records you want to edit. 

1. Choose the **Edit** (pencil) icon next to individual users to make updates.

1. A dialog box opens for the individual user. Make your changes, and choose **Submit**. 

1. If needed, choose **Previous** and **Next** to open the next user record in the list. The following image shows the **Edit** dialog box for a single user while in bulk edit mode.  
![The edit dialog box.](http://docs.aws.amazon.com/connect/latest/adminguide/images/user-management-bulk-single-edit.png)

## Edit user settings programmatically
<a name="bulk-edit-users-programmatically"></a>

You can change the following values programmatically across selected users. The users are changed to the same value.


| Property | API | CLI | 
| --- | --- | --- | 
| Routing profiles |  [UpdateUserRoutingProfile](https://docs.aws.amazon.com/connect/latest/APIReference/API_UpdateUserRoutingProfile.html)  | [update-user-routing-profiles](https://docs.aws.amazon.com/cli/latest/reference/connect/update-user-routing-profiles.html) | 
| Security profiles |  [UpdateUserSecurityProfiles](https://docs.aws.amazon.com/connect/latest/APIReference/API_UpdateUserSecurityProfiles.html)  | [update-user-security-profiles](https://docs.aws.amazon.com/cli/latest/reference/connect/update-user-security-profiles.html) | 
| Tags | [TagResource](https://docs.aws.amazon.com/connect/latest/APIReference/API_TagResource.html)<br />[UntagResource](https://docs.aws.amazon.com/connect/latest/APIReference/API_UntagResource.html) | [tag-resource](https://docs.aws.amazon.com/cli/latest/reference/connect/tag-resource.html)<br />[untag-resource](https://docs.aws.amazon.com/cli/latest/reference/connect/untag-resource.html) | 
| User hierarchies |  [UpdateUserHierarchy](https://docs.aws.amazon.com/connect/latest/APIReference/API_UpdateUserHierarchy.html)  | [update-user-hierarchy](https://docs.aws.amazon.com/cli/latest/reference/connect/update-user-hierarchy.html) | 
| User configuration |  [UpdateUserConfig](https://docs.aws.amazon.com/connect/latest/APIReference/API_UpdateUserConfig.html)  | [update-user-config](https://docs.aws.amazon.com/cli/latest/reference/connect/update-user-config.html) | 

You can edit the following identity and contact information programmatically for an individual user: first name, last name, email address, mobile number, secondary email address. Use the following API or CLI:


| Property | API | CLI | 
| --- | --- | --- | 
| Identify and contact information |  [UpdateUserIdentityInfo](https://docs.aws.amazon.com/connect/latest/APIReference/API_UpdateUserIdentityInfo.html)  | [update-user-identity-info](https://docs.aws.amazon.com/cli/latest/reference/connect/update-user-identity-info.html) | 