Do you need to create users for your workforce? With vaibe, it is possible to create users one by one or more users at once by uploading them through an Excel or a CSV file. If you need to import several employees or managers into your organization, you can do so easily with vaibe. Here’s how:
Step 1: From the main menu, on the left side, go to the "Users" page and click on the "+" button in the right top corner of the page.
Step 2: Select "Import users" from the dropdown menu.
Step 3: In the pop-up window, you can either drop the file or browse it using the "Select file" button to upload the file that contains the required information for the users that you want to add.
To get the Excel template to import users, click on the “Excel template (.xlsx)“ or “CSV template“ buttons, depending on what kind of template do you want to use. The template file only includes the columns that you need to fill with the users data.
Name: Enter the name of the user. This field is mandatory and can contain up to 100 alphanumeric characters.
User ID: Enter the ID of the user (it can be the employee number). This field is mandatory and can contain up to 10 alphanumeric characters. The ID must be unique in the organization.
Email: Enter the email address of the user. This field is mandatory and must be in email format ([email protected]). The email address must be unique in the organization.
Site: Specify the site to which the user belongs. If you click on the cell of the site an arrow appears on the right side. This arrow shows you the sites you have created and that you can select from your organization.
Role: Select the role of the user you are creating. The two options are: Employee or Manager.
Role level: This information is required when the user you are creating is a manager. There are three types of manager you have to choose from: Super Manager, Manager and Read only Manager, with different permissions.
Step 4: If you have more than one sheet in the file, you will be redirected to the “Sheet Selection“ tab, where you can select the sheet with the users data and then press the “Continue“ button. Otherwise, if you only have one sheet, you will be automatically redirected to the “Header Selection“ tab.
Step 5: On the “Header Selection“ tab, confirm or select the header (row) of the file and press the “Continue“ button. If you are using the template, the header is the first row.
Step 6: On the “Match Columns“ tab, match the columns correctly and then click on the “Confirm“ button.
Step 7: In the last tab, “Review Entries“, you can review all the data which will be uploaded. The application will inform you if some data is not correct, using colors and error messages.
You can also “Add new row“, “Duplicate“ or “Delete“ rows by clicking on the three vertical dots of the row you want to modify. It’s also possible to swipe the values in the same way we do in Excel.
Step 8: When the data is correct, you can press the “Complete Import“ button and a pop-up confirmation message will be displayed. Click on the “Submit“ button and the users will be created. They will receive an email with the instructions and credentials to login.
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