How to Manage Users (Add, Disable, or Move)

Users can be added, disabled, or moved to different teams within the Company Admin/Users portal. There are two main methods through which these changes can be made: manually or digitally.

Manually:

1. Click 'Menu' in the upper right-hand corner of your screen
2. Select 'Company Admin' from the drop-down menu
   
   
   
   
3. Click 'Users' from the left side menu
4. To view more user data fields, select the gear icon just above the table and to the left
   
   
   
   
5. You can add or edit teams or roles by using the gear icon to add 'Company Teams' and 'Company Roles' to the view and then manually add these attributes to users line by line
   
   
   
   
6. Under the right-side 'Actions' column in the table, you can disable/enable users one-by-one, and under the 'Edit' column in the table, you can edit users one-by-one
   
   
   
   
7. To edit multiple users manually, click the 'Bulk edit' button in the upper right side of the screen
   
   
   
   
8. For existing users, type any changes or additional information directly into the fields in the table
9. To add new users, click the 'Add user' button in the top right corner
10. Click 'Save' to save any changes you made to existing users or new users you added, and then click 'Done'
    
    

Digitally:

Spreadsheet Import:

1. Click 'Menu' in the upper right-hand corner of your screen
2. Select 'Company Admin' from the drop-down menu
   
   
   
   
3. Click 'Users' from the left side menu
4. Click the 'Import' button in the top right side of the screen
   
   
   
   
5. Download the sample spreadsheet under 'Step 1' and use it as a template for your data
6. Once your data is ready, choose your file to upload under 'Step 2'
   
   NOTE: By default, uploading a spreadsheet will add new users and update existing users (the most common action taken to manage users) unless you select 'Update only' or 'Remove users' from the checkbox list below. The default setting will also disable any users that do not show up in your spreadsheet.
   
   
7. Click 'Import' once you have selected your file
8. Once your import is complete, the details will be shown in the top right box on your screen, where you can note any failed records or download results
9. If you do have any failed records, make sure you check the 'Requirements' section for common errors before trying your upload again
   
   
   

   
   User Sync:

   • Configure 'User Sync' via the Company Admin/Settings portal.
   • Confirm settings for either Office 365 or Yammer

Check the User Sync Guide for more information.