Introduction

wolkvox CRM allows you to control which users can perform bulk actions such as importing, duplicating, or deleting large quantities of records in wolkvox CRM, to prevent accidental errors and maintain database integrity.

The "Bulk" section in the wolkvox CRM profile settings allows administrators to grant or revoke permissions for actions that affect multiple records at once. These functionalities are powerful but also carry risks, so it is crucial to limit their use to users with the appropriate role. By configuring these permissions, a company can prevent data loss, maintain order in the CRM, and ensure that only authorized personnel can make large-scale changes.

Configuration

To configure the bulk action permissions for a profile, follow these steps:

Accessing Permission Management

• In the side menu, click on the “Configuration” icon.    
• Select the “Users” tab and then the “Profiles” option.    
• Locate the profile you wish to edit (for example: Agent, Administrator, or Supervisor) and click on the pencil icon.    
• This will take you to the permissions management section. Select the "Bulk" tab.    

Configuration of Bulk Permissions

In the "Bulk" tab, you can activate or deactivate the following permissions using the toggle buttons:

• Import: Activates or deactivates the ability to bulk import records into a module.    
• Bulk deletion: Grants or revokes permission to delete multiple records at once.    
• Bulk duplication: Enables or disables the ability to duplicate large quantities of records.    

Apply the Changes

Once you have selected the permissions you wish to assign or remove, make sure to go to the bottom of the page and click the "Edit" button to apply the changes.