Reactivate a Batch of Companies in the Company Directory
Objective
To use Bulk Actions to reactivate Inactive Companies in the Company level Directory.
Things to Consider
- Required User Permissions:
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
OR - 'Admin' level permissions on the Company level Directory tool.
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
Steps
- Navigate to the Company level Directory tool.
- Click Inactive Companies.
- Mark the checkbox next to each company you want to reactivate.
- Click Bulk Actions and select Reactivate.
- In the 'Reactivate Companies' window, review the list of companies. Click the X next to a company's name to remove it from the list.
- Click Reactivate.
The reactivated companies can be found in the Company level Directory and any Project level Directory that they were added to before being inactivated.