UPDATE USERS

Need to update data on a user? Changing the name, usergroup, department etc?

You can do this manually in the platform one-by-one or by uploading a full excel or csv file

Below you'll find guides for both methods:

Before you get started, please note that the email address cannot be change on a user. If this is needed, you need to reach out to success@sociuu.com or add the users as a new user, starting from scratch with the new email.

HOW TO ADD USERS MANUALLY

Add user manually

Step 1.

Go to Users in the menu

Step 2.

On the top right corner, you will find the button: User management.

Step 3.

Choose the "Add user" from the drop-down menu

Step 4.

Fill in the user information (first name, last name, email and department are required). If you want to add a new department, upload by user list.

Step 5.

Switch on the "send welcome email" button to automatically send out a welcome email.

Step 6.

In the menu you find: user group, you have the option to assign the user to one or multiple groups. Additionally, it is possible to create new groups and include users within them.

Upload users via file

HOW TO ADD USERS BY UPLOAD

Step 1. Uploading your Import File

Navigate to the “Users Management” section and select “Import Users”.

Before uploading, ensure your file is compatible:

Format: Excel (.xlsx) or CSV (.csv)
First row: Must contain column headers (e.g., "First Name", "Last Name", "Email").
Limit: Maximum of 5,000 rows.

Feel free to download our import file template as a guide!

You can also download the current user list from Sociuu by going to "All Users" and clicking on "Export" and update with new users, departments and groups.

For adding usergroups into the import file, simply add a column with the header "Usergroups" and add the usergroups for each user, separated by a character like a comma. You can follow the example bellow.

Click “Start Import” and drag or upload your file. Specify if your file has headers or not and remember to indicate the separator character used to separate different pieces of information, such as the commas in the above example file, separating the user groups.

Please note, that your file can also look differently by e.g. having multiple collums indicating values, that should be added as user groups. Then you simply select all these collums in the next steps.

Thereby you can still use the traditional Sociuu import example-file

Step 2. Select your Header Row

After uploading your file, you’ll need to select the row that contains the header data. If your file includes headers, simply choose the appropriate row. However, if your file doesn’t have headers, you can skip this step.

Step 3. Map Header Columns

Next, you'll need to match and confirm each header from your imported file with the corresponding property in Sociuu. For example, if your file contains a column for first names, you'll match it with the "First name" property in Sociuu.

For columns containing department information, confirm the "Department" property. Additionally, you can choose to include the departments as user groups by checking the box to the right side.

Step 4. Import Settings

Choose how to manage existing users and new usergroups:

Duplicate User Action: Decide what shall happen to existing users in your platform. You can either skip them, so they wont be updated with information from this file and keep the current data or update their information with the data from the new import file.

Usergroup Management Options: How should the user groups from the file be imported? Specify whether these user groups should be added as an addition to the current Sociuu list of user groups or replace all user groups, effectively removing the current ones and replacing them with those from the import file.

Additionally, you have the option to delete existing users who are not included in your import file. In this make sure the the whole Sociuu set up is 100% mirroring your import file. This action should however be approached with caution as it is irreversible.

Step 5. Review & Correct

After configuring the import settings, you'll have the opportunity to review and correct any errors in the import file. The system will notify you of any errors, such as empty fields or missing data.

For example, if a user's first name is missing as above, the system will flag it as an error. To correct such errors or add missing information, simply click on the respective user and update the details accordingly.

By clicking on the three dots located on the right side of the user, you can access the following actions:

"Skip user": This action hides the user and excludes them from the import process.

"Revalidate": After correcting errors, you can revalidate the user, enabling the system to recognize that the error has been fixed, and the user is now considered valid.

Additionally, you can search for specific users using the search bar.

You can also toggle the switch on the top right corner to check for any remaining errors in the file.

Once you've reviewed and corrected any errors, and you're satisfied with the import settings, you can proceed to confirm the import. You'll then receive an overview of the import options chosen and the status of the users being imported.

Finally, Click “Continue” and “Start Import” to complete the import process.

Step 6. Your Import File is Uploaded!

You can now navigate to the Users section to access and see and manage the newly imported users.

From the three dots to the right side of each user, you can perform various actions such as editing user details, assigning admin roles, sending welcome emails, accessing their SociuuHub user view, or deleting users as needed.