The wizard allows you to Add, remove, or replace both individual services or service packs in bulk for users.

1. Run User Wizard

Allows you to select the Service Provider / Enterprise and Group Users are assigned to

IMPORTANT: If users were selected for a prior bulk task, they will remain selected. You can click on the user selected dropdown to run wizard again.

2. A .csv template containing User IDs can also be uploaded.

• • Templates are available for download at the beginning of the bulk section.

This second step in the wizard allows you to:

• Keep the current User IDs

• Change the User IDs

NOTE: If 'Change the User IDs' is selected, a second box will open allowing you input the user ID field and / or select a tag by clicking on the 'tag' icon

QUICK TIP: a User ID must be unique and in most cases the {{ phone number }} tag is most commonly used since a phone number is always unique.

Prior to being submitted to BroadWorks, you will get the chance to preview and make any edits.

Edit may be done inline on the table on the screen and / or the ability to download a .csv file and upload at a later time.