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

This is in general the recommended method, see the user provisioning documentation for more information. This way, the handling of user data can be automated.

We also provide an out of the box integration for Bamboo HR. See the Bamboo HR documentation for more information. 

Mass edit

To use Mass edit users (add, edit and remove), press the Mass edit button and follow the instructions. Note: Yout cannot change the email with mass edit, this has to be done manually. Please also note that when you are updating a segment name using mass edit, make sure you change the name of the segment to the new segment name before the import, otherwise, Eletive will consider the imported segment as new, and viewing trends will not be possible.

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 below-stated common mistakes, before uploading the file again.

  1. Users duplicates
    Remove duplicates. Solution example Excel
  2. Not transforming the excel-fil to a .csv before import
    Save the file as .csv. Solution example Excel
  3. The headings on row 1 are not the same as in the Eletive template
    Adjust to the correct headings. Example: “Email” and not “E-mail”. DO NOT change the template headers in general.
  4. The date format is not the same as in the template
    Change the date in your file to the Eletive supported date format: YYYY-MM-DD. If you have changed the format in Excel and saved as CSV, the date will appear in this format in the raw csv file. Check with Notepad or Wordpad, and don't use Excel to check this. Solution example Excel.
    Changing the windows time format will avoid excel from auto-changing to the wrong time format in CSV files when opening .csv in excel. To change the windows time format, do the following: Open Settings. Click on Time & language. Click on Date & time. Click on Date and time formats. Change the short date to YYYY-MM-DD.

  5. There are spaces before and after segment names
    Remove the spaces. Solution example Excel
  6. Wrong language codes are used (E.g. “se” and not “sv” for Swedish)
    Adjust to the right language codes according to our guide. You can use search/replace in the column to change this. Solution example Excel
  7. There are empty columns with empty values
    If you keep on getting messages that "....is missing or cannot be found" and you don't know why. Remove all the columns that have empty values and try to upload the file again. It's best practice to always remove columns that should not be updated in the platform, even if they seem empty. 
  8. Make sure you use the latest version of your software (e.g. Excel) to avoid any rendering errors
  9. If you use Google sheets. Eletive only supports semicolon “;” as a delimiter and not “,”, “.” etc.
    Solution example: Use notepad or similar tool to “find/replace” all “,” with “;”

NOTE: Excel and CSV are not the same even though Excel can open and edit CSV files. Excel sometimes views and saves CSV files in strange ways such as date format. Open the file in a raw text editor lite Notepad on Windows to view the data as it will be uploaded.

NOTE: The above guides you in how to remove mistakes in .csv-files before uploading them into Eletive. Eletive cannot guarantee consulting capabilities in other systems than Eletive such as Excel, Google Sheets, Microsoft Azure etc. For this reason, Eletive does not do any consulting in other systems than Eletive, which is by default stated in Terms and Conditions in customer contracts. We do hope that above stated common errors help you towards the successful uploading of your .csv-file.

Manually

Add

To add users manually, click on Add new users button.

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