Managing your members and teams on Officevibe can be done easily via the Bulk Provisioning tab using our downloaded Excel file.
Here's how to create and fill in your file to ensure the import is successful!
1. Download your Excel file
The file must first be downloaded from the platform - Only an Administrator has this ability. Go into your Organization Settings and then into the Bulk Provisioning tab, which is in the Member and team management section. Click Download File.
2. Edit and fill in your Excel file
When you have downloaded the file, you will get an Excel document with all of the current details of the members in your account. You will want to replace those details with the details of the members you are looking to invite:
Email: The member's email (all lowercase). This will be the member's username. To change a member's email address, refer to the procedure here.
First Name: The member's first name.
Name The member's last name.
Title (optional): The member's job title; Members can add job titles in their personal settings.
Email of the immediate manager (optional): The email (in lowercase) of the member's immediate manager will be used to create teams. All should have a supervisor except the CEO.
Note: If you want to add the member to several teams, you will have to do it manually
in the application or via a CSV import.
Important: Deactivated in-app members manually will not be reactivated by the bulk option (including CSV and integrations).
Preferred language (optional): Survey language. Here are the options:
Is Executive Manager (optional): Set "TRUE" if the member should have executive manager access.
The other columns correspond to properties you must first define in the application: Officevibe Member's Properties.
3. Upload your Excel File
Once you have entered the details for the members you are looking to invite, you can save your file in .xlsx format. Now that your file is ready, you can upload it into the 'Drag & Drop' section.
4. Review and Confirm your upload
When you attempt to upload the Excel file, you will be prompted with the changes the document will make in the account and any errors in your document.
Members who are deactivated manually in-app will not be reactivated by the bulk option (including CSV and integrations).
5. Keep members up to date
The file can be used after your first import to keep your list of members up to date. You'll need to download the file from Officevibe whenever you want to make changes.
- By adding lines in the file, you can invite new members.
- By removing existing members from the file, you can deactivate their Officevibe profile.
- By adding the email of the immediate manager, you can either add the member to an existing team or create new teams.
- The system will update your segments by modifying the property associated with a member in the file.