Performance Hub LogoPerformance Hub

Bulk requests & approvals

Large changes are hard to undo, so they need two people. Removing more than 25 people from your organisation at once "needs a second admin to approve. Nothing changes until they approve, and the request expires after 72 hours."

This might happen when a franchise store changes hands, a school year ends and casual staff finish up, or a venue closes for the season.

Quick reference

Where to find it: Settings (cog icon) → Identity and Access Management → User Permissions → Bulk requests (on the toolbar, shown when you have requests)

Who can access: Organisation admins. The approver must be another organisation admin.

Purpose: Send large changes for approval, and approve other admins' requests

Send a request for approval

  1. In User Permissions, tick the people to remove, then choose Remove from organisation (number). See Removing users.
  2. Because there are more than 25 people, the dialog asks for approval. In Approver, choose another organisation admin.
  3. Click Send for approval.

Nothing changes until the approver approves. If they don't approve within 72 hours, the request expires and nothing changes; send a new one if you still need it.

Approve a request

When requests are waiting for you, a callout above the user list on the User Permissions tab says "n bulk requests are waiting for your approval." Click Review to open the Bulk requests dialog.

A callout above the user list saying 2 bulk requests are waiting for your approval, with a Review buttonA callout above the user list saying 2 bulk requests are waiting for your approval, with a Review button

Figure 1: The callout when bulk requests are waiting for your approval

You can also open the dialog in these ways:

  • Click Bulk requests on the User Permissions toolbar. The button is shown when you have requests.
  • Follow the link in the approval email.

The dialog has two lists:

  • Awaiting your approval: requests other admins have sent you. Each shows who requested it, when it expires, and Show users (n), Reject and Approve.
  • Your requests: requests you've sent, with their status and approver. Once a request is decided, it shows when, and how many users were removed, skipped or failed, for example "Removed: 26 · Skipped: 2 · Failed: 0", with the reason for each one skipped.

The Bulk requests dialog with two requests awaiting approval, from Maya Lindqvist and Tomas Herrera, each with Show users, Reject and Approve, and one approved request under Your requestsThe Bulk requests dialog with two requests awaiting approval, from Maya Lindqvist and Tomas Herrera, each with Show users, Reject and Approve, and one approved request under Your requests

Figure 2: The Bulk requests dialog: requests awaiting your approval, and your own requests

To approve a request:

  1. Open Bulk requests and find the request under Awaiting your approval.
  2. Check what it does and who it affects.
  3. Click Approve.
  4. In Approve request, type the number of users the request affects to confirm, then click Approve and run.

The change runs straight away.

Reject or withdraw a request

  • To decline a request, click Reject, add an optional note for the requester, and confirm. Nothing changes.
  • To withdraw a request you've sent, click Cancel request on it under Your requests.