Importing all users all in one
If you want to import multiple users at the same time, you should create an Excel file and save it as a CSV file. The most important fields in the CSV file are: Name, Last Name, Email, Team Name and the team leader's name and email. Keep it simple!
The way teams are made in the system is by allocating people to their team leader, the person they report to directly E.g. Anna (in orange in the org chart below) is a sales rep for the Benelux region and reports to John, so he is listed as her team lead.
Each of those teams need to have a name. There is absolutely no way around this, so even if they’re a subteam of a bigger team, they would have to be called something like John’s team or Sales Team Benelux (green).
In case John, as a team leader, needs to report to someone above him, e.g. Mark the VP of Sales, then there needs to be another level added and he needs to be allocated to his leader. In the org chart below John reports to Mark in the team called Sales Management.
The only person that doesn’t have to be allocated to a team is the CEO.
TIP: We recommend you make the file top-down, starting with the CEO and working your way through the organization.
Add, remove and modify users
When employees need to be added or disabled, you are able to do this manually.
To add employees, go to the user section and choose add users. Fill in manually the first, last name and address and choose the right team.
If you want to disable somebody, check that person and go to actions. Here you are able to execute different commands.
In the tab teams, you are able to check if every person is allocated to the right team. Furthermore you can manually add and delete employees in a team. Setting or changing a team leader is clicking on the star before the name of the team leader.
Watch the videos for more information!