--- title: Bulk actions on settings lists id: settings.bulk-actions description: "Tick several taxes, units, teams, team members, members or invitations, then delete, remove, reassign or resend them after a check of which ones will change." lastUpdated: 2026-10-16 order: 45 --- Who can do this: team leaders, administrators and owners. ## What it does A bulk action runs one action on every record you tick. Ticked rows bring up a bar at the top of the list. [Work boards and tasks](/docs/boards/overview.md) covers ticking rows. The Taxes, Units, Teams, Members and Invitations lists show every matching row at once. The box at the top of the list ticks them all. The bar offers the actions each record's own page offers. - On Taxes, Units and Teams, it offers Delete. - On a team's Members card, it offers Remove from Team. - On Members, it offers Reassign Role and Remove. - On Invitations, it offers Resend Invite and Remove. Before anything changes, the window shows how many records will change. It also says why Lucrii skips the rest, such as a tax that items or open orders still use. It checks as soon as the action's settings are filled in, and again each time you change them. Lucrii groups the skipped records by reason. The Show button beside a reason lists up to 10 of them, each linked to its page. A link such as "and 12 more" opens the rest in Bulk Activity. These links open in a new tab. A button such as Select 2 Skipped Taxes ticks the records with that reason. Lucrii leaves the button out when every record you selected has that reason. When you select one record and Lucrii skips it, the window gives only the reason. When the job finishes, a message says how many records changed and how many Lucrii skipped. View Job opens the job in Bulk Activity. Select Skipped ticks the skipped records again, and Select Failed ticks any that failed. A message with skips or failures does not close by itself. You close it. Reassign Role offers only the roles your own role can hand out. Only an owner sees Owner. On Members, the button reads Nothing to Change and stays greyed out for a run that would leave the organisation with no owner. The window says "An organisation must keep at least one owner. Give the Owner role to someone else before making this change." The window also warns you if the run would remove you or lower your own role. ## Before you start Deleting taxes, units and teams needs administrator or above. So does every action on members and invitations. Remove from Team needs an administrator, or a team leader who manages that team. An action your role cannot take is not in the bar. Lucrii deletes your default tax only when every other tax goes in the same delete. It goes last. A delete of some taxes that includes the default skips the default. When a selection includes you, the change to your own record runs after everyone else's. This applies to Remove from Team, Reassign Role and Remove. One run on members or invitations covers up to 100 of them. Remove never takes the organisation's last owner. It never removes an integration user either. Uninstall the integration to remove one. Deleting or removing more than 25 records asks you to type the number first. You can have three jobs in progress at once, counting bulk actions and exports together. [Quotes, sales orders and purchase orders](/docs/orders/overview.md) says how the limit works. In a demo organisation, the Members and Invitations lists don't show a bar. ## How to use it 1. Open the list, such as Settings, then Taxes under Organisation. 2. Tick the rows you want. Hold Shift and tick another row to tick every row between them. 3. Select an action in the bar. 4. Fill in the action's settings, such as the New Role for Reassign Role. The window checks the records as you go. 5. Select the button that counts the records that will change, such as Delete 3 Taxes. 6. Read the message with the number changed and the number skipped. ## Troubleshooting Lucrii skipped a record. The check and Bulk Activity give the reason in the words its own page uses. Fix what it names and run the action again on that record. A resent invitation reports "The invitation email went out, but its link could not be saved and will not work. The link sent before it still works." The person can join through the link in the earlier invitation email. ## Related - [Taxes](/docs/settings/taxes.md): Add the tax rates your orders charge, each with a name and a percentage. - [Units of measure](/docs/settings/units.md): Add the units quantities are counted in on items and order lines, each with singular and plural names. - [Teams](/docs/settings/teams.md): Group members into teams under a manager, each with a page, a members card and an audit history. - [Members and invitations](/docs/settings/members.md): See everyone in your organisation, invite people with a role, reassign roles and revoke access. - [Importing and exporting taxes, units and teams](/docs/settings/import-export.md): Download your taxes, units or teams as a CSV file, and import a file to create or update them by name. - [Bulk Activity](/docs/settings/bulk-activity.md): See the imports, exports and changes to many records at once that your role shows you, and what happened to each record. ## Changes - [Bulk actions on settings lists](/changelog/2026-10-16#2026-10-16-bulk-actions-on-settings-lists) - 2026-10-16