> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/my-workspace/bulk-operations.md).

# Bulk Operations

When a sales rep leaves or changes territory, moving their projects to someone else one at a time takes hours. Bulk Operations in My Workspace changes many projects in one go. Today it does one thing: it reassigns the sales rep on the projects you choose.

### Before you start

You'll need the **Bulk Operations** permission, in the **Workspace** permission group. The projects you can choose from are the ones matching your filters, so set those up first with the **Advanced Filters** permission.

### How to reassign a sales rep's projects

> **Warning:** Bulk Operations changes every project you select as soon as you confirm. To undo it, you'd need to run it again the other way.

1. In My Workspace, use [Advanced Filters](/central/order-management/my-workspace/filtering-projects.md) to show only the projects you want to change, for example **Sales Rep** set to the person leaving.
2. Select the Bulk Operations icon next to **Search / Filter**.
3. On **Step 2 of 3**, tick the projects to change. Use **Filter Projects** to search, or **Select All Projects** to tick every one.
4. Select **Process**.
5. On **Step 3 of 3**, tick **Reassign Sales Reps Projects**.
6. In **Select the destination user**, choose the new sales rep.
7. Select **Complete Bulk Change**, then **Yes, submit!**.

You see "Success!" and the number of projects updated. Select OK to go back to My Workspace. Each project's history shows "Sales Rep changed from", the old rep, and the new one.

**Example:** Thabo is leaving, and his 85 open projects need to go to Priya. You filter My Workspace by **Sales Rep** set to Thabo, open Bulk Operations, select **Select All Projects**, and reassign them to Priya. All 85 projects now show Priya as their sales rep.

### How Bulk Operations works

* **Filter first:** The list on **Step 2 of 3** starts from your filters, so filter My Workspace down to the projects you mean to change before you open it.
* **More than 100 projects:** When you change more than 100 projects at once, OrderEazi doesn't send webhooks (the messages it sends to other systems when a project changes). If another system needs to know about the change, do it in batches of 100 or fewer.
* **Warehouse access:** With an Enterprise licence, the new sales rep must have access to the projects' warehouses. If they don't, OrderEazi lists the warehouses and changes nothing.

### Related pages

* [Filtering projects](/central/order-management/my-workspace/filtering-projects.md): choose the projects to change
* [Project History](/central/order-management/projects/project-history.md): see who changed the sales rep, and when
