If a user’s email address changes, or has been entered incorrectly, updating this information in Recognize is simple. The first step is to determine how you get employee information into Recognize: User Sync, sFTP import, or Manual Entry.
User Sync
If you are updating employee information through our User Sync function, you will need to change the email address in your organization’s Active Directory, and the next time your Active Directory syncs, the information will automatically be updated in Recognize.
Note: The User Sync will be treated as the source of truth, and as such, will overwrite any manually entered data.
sFTP Import
Each time a new email address is added to the sFTP spreadsheet, it will create a new profile and disable the profile associated with the previous email address. To avoid this, we suggest using the Employee ID column in the spreadsheet import. This way, we can identify users based on the Employee ID instead of the email address, which will prevent the creation of multiple accounts.
Note: If you have duplicate accounts, please contact us at support@recognizeapp.com with the User’s name, original email address, and the new email address that you would like the original account information to be merged into, and we will merge the accounts for you.
Note: This spreadsheet will be treated as the source of truth, and as such, will overwrite any manually entered data.
Manual Entry (Bulk Edit)
To manually change or add one or a few email addresses, follow the instructions below:
- Click ‘Menu’ in the upper right corner of the page
- Select ‘Company Admin’ from the drop-down menu
- Select ‘Users’ from the navigation bar on the far left
- Select ‘Bulk edit’ from the menu in the upper right corner of the ‘Users’ page
- Locate the user whose email address you would like to edit. You can type their name into the 'Search' Field above the user table
- In the ‘Email’ column, enter the user’s new email address
- Once you've added the user’s new email address, select ‘Save’ in the top right navigation
- When you are done adding/editing users, select ‘Done’ and you will be redirected back to the main Users page
Manual Entry (Spreadsheet Import)
Each time a new email address is added to the Spreadsheet Import, it will create a new profile and disable the profile associated with the previous email address. To avoid this, we suggest using the Employee ID column in the spreadsheet import. This way, we can identify users based on the Employee ID instead of the email address, which will prevent the creation of multiple accounts.
Note: If you have duplicate accounts, please contact us at support@recognizeapp.com with the User’s name, original email address, and the new email address that you would like the original account information to be merged into, and we will merge the accounts for you.
To manually change or add several email addresses, follow the instructions below:
- Click ‘Menu’ in the upper right corner of the page
- Select ‘Company Admin’ from the drop-down menu
- Select ‘Users’ from the navigation bar on the far left
- Select ‘Import’ from the menu in the upper right corner of the ‘Users’ page
- Once the 'Spreadsheet Import' page has populated, download the sample spreadsheet to fill out.
Note: use the sample spreadsheet template to ensure proper data import. Do not rearrange the columns or rename the columns, or the information will not be imported correctly. Delete any columns that you are not filling out, as columns that are left blank could overwrite any previously uploaded data
- To upload your users’ new email address data, Select 'Choose File' and select your filled-out spreadsheet.
- Checking the first box, 'Update Only' will update the attributes of users in the data-sheet who are found in Recognize. If new users are found in the data-sheet, they will not be added.
- Checking the second box, 'Remove Users' will update the attributes of users in the data-sheet and disables users who are not present in the data-sheet.
- select 'Import'. By default, uploading a spreadsheet will add new users and update existing users' email addresses unless you have checked the above options.