The Scenario
Thirty-five employees are being promoted to supervisor roles starting Monday. You're the IT admin. Every one of them needs the "Supervisor" permission set in SafetyCulture before their role change takes effect — otherwise they won't have access to the inspection templates they'll be responsible for running. HR sent you an Excel workbook with the user IDs. You need this done before the weekend.
The only documented approach in SafetyCulture's admin panel is clicking through each user's profile individually.
The bad version:
- Open SafetyCulture admin, navigate to the first user's profile from your list.
- Find the permission set assignment and change it to "Supervisor."
- Save. Return to the user list. Find the next user. Repeat.
- At user 18, the admin session times out and you have to log in again, losing your place in the list.
Thirty-five manual permission changes with a session timeout halfway through is not a plan.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your user IDs and handles the SafetyCulture permission set assignment for every row — writing the result to column C so you have a confirmation record before the weekend.
Open the SheetXAI sidebar and paste this:
Read the 35 user IDs from my Excel sheet and assign the 'Supervisor' permission set to each one in SafetyCulture, recording the result in column C.
What You Get
- A permission set assignment sent to SafetyCulture for every user_id in your workbook.
- Column C updated with "assigned" for each success, or the specific error for any that fail.
- A record of which assignments went through before the weekend — so if anyone calls Monday saying they can't access their templates, you know exactly which rows to recheck.
What If the Data Is Not Quite Ready
Your workbook has employee names, not user IDs
Look up the SafetyCulture user_id for each employee name in column A, then assign the Supervisor permission set to each one and write 'assigned' or the error to column C.
You want to verify the current permission set before changing anything
For each user_id in column A, fetch the current SafetyCulture permission set name and write it to column B — do not make any changes yet.
Some users in the list might already have the Supervisor permission set
For each user_id in column A, check their current SafetyCulture permission set. If it's already 'Supervisor', write 'already assigned' to column C. Otherwise, assign the Supervisor permission set and write 'assigned' or the error to column C.
Full role-change permission update in one shot
For each user_id in column A: check the current permission set, write 'skipped - already Supervisor' if they already have it, otherwise assign the Supervisor permission set and write 'assigned' or the error to column C. At the bottom, write a summary: total newly assigned, total already had it, and total failed.
Everyone has the right access when they walk in Monday morning.
Try It
Get the 7-day free trial of SheetXAI and open your role-change roster workbook — then ask it to handle the SafetyCulture permission set assignments in bulk. When you're done, see how the same workflow handles bulk-provisioning users or check the SafetyCulture integration overview.