User management
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      3. User management

      Add, edit or remove users

      Users are found by navigating to Settings and Users. There are different ways to handle users which will be outlined here.

      Integration - User Provisioning

      Setting up an integration is the recommended method for managing user data. This way, managing user data can be automated. See our User Provisioning documentation for more information. 

      Mass edit

      To mass edit users (add, edit and remove), press the Mass edit button and follow the instructions.

      mass edit

       1. Download template

      Select template a. Create users or b. Edit users depending on your use case. Template b can be used to edit existing users and create new ones, it contains all users and their user information (user information, such as email, language, segments within attributes) at the time of download. 

      Perform your changes in the downloaded CSV file before proceeding with uploading the file. 

      Note: There are some actions that cannot be done when editing existing users' information. 

      • You cannot change the email with mass edit, this has to be done manually in Eletive.
      • You cannot update a segment name with the CSV file, this has to be done manually in Eletive. Make sure you change the segment name in Eletive before the file is uploaded. Otherwise, Eletive will consider the imported segment as new, and viewing trends will not be possible.

      2. Upload template 

      When uploading the CSV file there are different options that can be utilized depending on the use case. You select the configuration of the different uploading types by (un)/checking the boxes. 

      upload template

      Checkbox 1:  Use with care, this CANNOT be undone! Mark this checkbox if you want to reflect all blank fields by resetting them for the users. 

      This means that empty fields/cells in the CSV file will be set to a blank value in Eletive. E.g. if a user belongs to the IT Department in Eletive, if IT is removed in the CSV file the updated value for the user in Eletive will be blank (-). 

      Checkbox 2: "Use with EXTREME care, this CANNOT be undone! Mark this checkbox if you want to DELETE users that are NOT in the file"

      As described, if uploading the CSV file with this option checked users that are not in the list will be deleted from Eletive. Once uploading the file the prompt below will pop up. 

      Import analysis

      The "Download Missing Users" button will result in a new CSV file that contains a list of the users that will be deleted if proceeding with the upload. You have to check the informational checkbox in order to be able to proceed with the upload. 

      Note: It is possible to check both boxes when uploading the file, then both configurations will apply for the CSV file upload. 

      If not checking ANY of the boxes, empty fields will be ignored and no users will be deleted. Usually, this is the most common scenario. 

      Common mistakes when uploading .csv-files using "Mass edit"

      If you are uploading a .csv user file into Eletive and keep getting errors, it could be a good idea to look at the stated common mistakes/tips and guidance, before uploading the file again. You'll find this here: Mass edit - Tips and guidance

        Manually

        Add

        To add users manually:

        1. Navigate to Settings, then Users and click on the "Add New User" button on the top right corner of the screen.

        2. Fill in the basic information of the new user (Email, First Name, and Last Name)

        3. Choose the right attributes for the user under the "Attributes" section

        4. Press Save 

        Edit

          To edit users manually in the tool:

          1. Press on the user you want to edit
          2. Edit the user as desired
          3. Press Save

          Remove

          To remove users:

          1. Select and click on the user you want to remove
          2. Click on the Delete button

          OR

          1. Mark the user in the list
          2. Press the "Delete selected" button