The Manage Members section in your settings section allows you to see the statuses of your account members easily; and change their access levels and permissions – invite, deactivate, delete members, or export your member list.
The More filters option allows you to filter Members with different statuses and Members not part of any Teams.
Edit Member Information
If you click on someone's profile, you have different options:
- Edit/add/or delete a profile picture (unless daily sync is active).
- Confirm which email address is used in Officevibe (this is your username).
- Edit first/last name (both need to be entered).
- Change survey language.
- Edit job title.
- Confirm status.
- Change permissions.
- Edit proprieties.
- Edit teams.
- Assign their Direct Manager (for those with Performance add-on only)
- See the date of recent changes.
Once you've made the necessary changes, click the Update Profile button and make sure to inform the member that they will need to clear their cache in order to view recent changes.
Modifying properties (values) assigned to a member will update the membership of your Segments.
You can see/edit the team(s) this member is part of or manages.
You can also see when the Member was first invited to join Officevibe in the profile history at the bottom of the page.
Export your Officevibe Member List
You can export your members' list with administrator permission in your Officevibe account.
This feature is not available for accounts with Free and Essential plans.
Bulk Edit your Members
Bulk provisioning using an Excel file
Officevibe allows you to bulk invite/manage employees using an Excel file.
This file can also create teams and give managers permissions in-app.
Check out this article for more details: Bulk Provisioning for Members & Teams (Paid Plan Option).
Automated daily sync via an integration
Officevibe has several integrations to choose from to automate your members' management.
Check out the list here: Integrations Available With Officevibe.