Assigning Team lead or members to multiple records at once

Team lead and team members can be assigned from within a single parcel, property, or group record by clicking the 'edit team details' button at the top of a record page. However, you may want to add the same individual(s) to multiple records at once, and navigating to each record individually takes too much time.

Luckily you can use Data Viewer to speed up the process! This process also works for removing a team member from multiple sites.

Head to Data Viewer and select a view that displays the records you want to update. 'All Properties', 'All Stewardship Sites', or 'All Records' would all work. If you want to, you can further refine the results by applying a filter on any available field. Note that you can ensure the process has worked by making 'Team' or 'Lead' visible as a field.

Select the records that you want to add the team lead or team member to by using the check boxes on the left, then click on the three dots at the top of the view toolbar and click 'Edit Selected Results'

In the window that opens, select 'update field', then choose 'Team Contacts' or 'Lead Contact', depending on whether you want to update the team members or the team lead. Select the users you want to add from the 'New Value' menu. Note that an individual must be a user in order to be added. Leave 'Add to existing values' selected and click 'OK'.

Note: if you want to remove someone as a lead or team member from multiple sites, you would select the records that you want to remove them from in step one, then select them under the 'new value' field, and choose 'remove from existing values' instead.

You can Double check your results in the view to make sure that the changes have been correctly applied.