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Overview
In Hapana Core, administrators can control which team members have access to Bulk Edit features, including Bulk Cancel Future Transactions, Bulk Extend Expiry Dates, and Bulk Cancel Sessions. This security measure ensures that only authorized users can perform large-scale data changes, protecting client records and billing workflows.
By adjusting settings within the Team Access Group, businesses can easily grant or restrict access to these powerful tools.
Prerequisites
- Admin access to Team Settings > Team Access Groups
- Familiarity with Team Role management in Core
Tip: If you recently assigned new users to administrative roles, review their Bulk Edit permissions to ensure access matches their responsibilities.
Step-by-Step Instructions
Step 1: Log in to your Core account
Go to core.hapana.com and sign in with your administrator credentials.
Step 2: Open Team Settings
- Click on your profile initials in the top-right corner.
- Select Team Settings from the dropdown menu.
Step 3: Access Team Access Groups
- On the Team Settings page, click the Team Access Group icon in the upper right corner.
Step 4: Edit the Desired Team Group
- Find the team group you want to modify.
- Click the pencil (edit) icon next to the group name.
Step 5: Adjust Bulk Edit Permissions
- Under the Access tab, scroll to the Bulk Edit permissions options.
- Toggle ON to allow the group to access each bulk feature:
- Bulk Cancel Future Transactions
- Bulk Extend Expiry Dates
- Bulk Cancel Sessions
- Toggle OFF to restrict access.
Step 6: Save Changes
Click Save to apply the permission updates.
Tip: Review Team Access settings periodically to ensure only trusted team members have access to mass data modification tools.
Quick Navigation Paths for Bulk Edit Features
| Feature | Navigation Path |
|---|---|
| Bulk Cancel Future Transactions | Dashboard > Payments > Retail Dashboard > Bulk Cancel Future Transactions |
| Bulk Extend Expiry Dates | Dashboard > Payments > Retail Configurations > Bulk Extend Expiry Dates |
| Bulk Cancel Sessions | Dashboard > Schedule > Bulk Cancel Sessions |
Expected Outcome
After saving changes, only team members assigned with Bulk Edit permissions will be able to access and use the Bulk Cancel, Extend Expiry Dates, and Cancel Sessions tools—providing better security and control.
FAQs
Q: If I disable Bulk Edit for a team group, will it impact other permissions?
No. Disabling Bulk Edit only impacts access to bulk action tools. Other permissions, like scheduling or billing management, remain unaffected.
Q: Can I enable access to only one Bulk Edit feature?
Yes. Each Bulk Edit feature has its own toggle, allowing fine-grained control over what each group can access.
Q: Are there audit logs for Bulk Edits?
Yes. Audit CSV files are generated automatically for each bulk action and should be saved for internal tracking.
Need help?
Reach out to our support team via [email protected]
