> ## Documentation Index
> Fetch the complete documentation index at: https://docs.outkept.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk actions

> Invite members and edit tag data across organisations at once.

Two things can be done in bulk from a partner account: giving colleagues access to several
client organisations, and changing tag data across many users.

## Bulk-invite members

Give your team members access to multiple organisations in one go, rather than inviting them
to each client separately.

<Steps>
  <Step title="Open client management">
    Go to **Client Management**.
  </Step>

  <Step title="Select the organisations">
    Select one or several organisations.
  </Step>

  <Step title="Invite">
    Click **Invite members** in the pop-up, enter the email addresses and assign roles.
  </Step>
</Steps>

<Tip>
  Assign the lowest role that still lets each person do their job. Someone who only reads a
  client's monthly numbers needs **Viewer**, not **Administrator**. See
  [Access management](/access-management).
</Tip>

## Bulk assign courses

Make a course available across several clients at once, rather than enabling it client by
client.

<Steps>
  <Step title="Open client management">
    Go to **Client Management** and select a client. A bar appears with an **Assign courses**
    button.
  </Step>

  <Step title="Choose the clients and the courses">
    Click **Assign courses**. In the pop-up, select the clients you want to assign to, and pick
    one or more courses on the same screen.
  </Step>

  <Step title="Decide who gets invited">
    On the next page, choose whether everyone in those organisations receives an invitation.
  </Step>

  <Step title="Review and finish">
    The last page shows an overview of what you are about to do. Click **Finish**.
  </Step>
</Steps>

<Note>
  Leaving the invitation off makes the course available to the administrators of those
  organisations without mailing their employees. Useful when you have built a custom course and
  want to hand it to a client before anyone is enrolled. See
  [Creating your own course](/create-course).
</Note>

## Bulk editor

Data that is not available in your client's AD can be added in bulk on the platform itself.

<Note>
  We recommend updating data directly in Azure AD wherever possible, so the directory stays
  the single source of truth. The bulk editor is available to partners only.
</Note>

<Steps>
  <Step title="Open the editor">
    Under **Manage your data**, go to **Map data** and choose **Bulk editor**.
  </Step>

  <Step title="Choose a type">
    At the top of the screen, select a **Type**. This corresponds to the tags: business
    function, industry, gender, seniority, language and country.
  </Step>

  <Step title="Choose the action">
    Select **Overwrite** and choose which tag to apply.
  </Step>

  <Step title="Apply">
    Click **Start migration**, or filter on tags first to apply the change to a specific
    group only.
  </Step>
</Steps>

<Warning>
  Overwrite replaces existing values. Filter to a specific group first if you do not intend
  to change everybody.
</Warning>


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