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Managing Recipients & Roster Data

Manage user accounts, update profile fields, and handle automated synchronization.

Adding & Editing Recipients Manually

Go to Points → Upload People:

  • Data Formatting: Ensure email addresses are unique. Birthdays and Start Dates must use MM/DD/YYYY or YYYY-MM-DD formatting.

  • Editing User Profile: Locate the user row, click the three dots icon, and modify profile values.

HRIS System Sync (BambooHR, HiBob, etc.)

Connecting an HRIS automates user provisioning and offboarding.

  • Access: Go to Points → Upload People → Sync HRIS.

  • Sync Rules: All roster edits (names, emails, termination dates) must be managed inside your HRIS platform. Edits made manually in the Snappy dashboard will be overwritten during the next automated sync.

  • Offboarding: Deleting a user in your HRIS automatically deactivates their store profile. Unused points linked to deleted profiles are automatically removed without charge.

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