If you want to add new users, deactivate users, or link users to a new category, follow the below steps which would help you update your coworkers list without spending much time.
You already know by now how to add a bunch of coworkers using the bulk option, the manual option and the invite option.
- To add new coworkers:
- Download the existing file you have on the platform
- Add new users by filling in the required information in their respective columns.
→ The red font indicates the updated information made on the existing file. - Save the file as csv
- Upload the file
The users will be updated by adding the new names, and the old users would be duplicated.
- To update the coworkers list:
- Download the existing file you have on the platform
- Add a new column to this file
- Fill in this column with the respective information to each coworker
- Save as csv
- Upload the file
After uploading the file, you will notice that the coworkers list has been updated based on the changes you've made to your file.
Please note that if you re-upload the file of coworkers using the bulk option, there will be no duplicated values. This means that the accounts of the users that were already registered in the system won't be affected. Only the new updates on this file will be mirrored on the platform.