Step-by-Step Guide on Bulk Adding Participants to Lists with Specific Access Rights
Note: In order to change the Access rights or remove participants afterwards, you can do so in the participant management" section of Aproplan.
1. Get started by clicking on "Lists" section in the navigation panel on the left side of the screen:
2. Next, select the lists and click on the pencil (edit) icon in the top-right corner of the screen:
3. After selecting the lists and clicking on the pencil (edit) icon, a new window appears where you can edit several fields:
Below is an overview of the fields you can edit in bulk:
A) Add participants: click on this checkbox if you want to bulk add the participants to all the lists you have selected.
B) Add Participant's email: type the email addresses of the participants whose access you want to edit in bulk. (Tip: If you first type "@" in the field, you will see a drop-down menu of a all the participants in your project).
Once you have added the participant(s), you will there be able to edit the:
Level: here you can choose which role a participant has on list-level of the selected lists.
Presence status: here you can choose between the presence statuses "Present", "Absent", and "Excused". In the point report creation settings on list-level, you can choose the option P.A.E to display a column of the participant's presence status in your report.
Is invited: when this option is selected, it will display the participant as "present" in the "invited" column of a report. The option "invited" must also be selected in the list-level point report creation settings to make the column appear in your report.
Note: The "Is Invited" option is no longer available and will be removed from Aproplan.
C) Add Documents: click on this option if you want to add a specific plan document in bulk that is relevant to all the selected lists. This plan document will then be visible and easy to find in the documents section of the selected lists.
Click on "My documents" to upload a document from your project's document section on Aproplan, or
Click on "your desktop" to add a document from your computer.
D) Numbering type: select this checkbox to choose the numbering type for all the lists that you selected in bulk. You can choose between the following numbering types:
Project sequential
Occurrence + sequential
Code + sequential
Code + occurrence + sequential
E) Increment occurrence: choose this option if you want to increase the version number by 1 for each selected list in bulk.
For example: If all selected list's are version 1, each selected list will increase to list version 2.
Got a problem? Contact our support here or ask your questions online directly on the app.