Keeping important documents organized and accessible can help streamline your HR processes and support better record-keeping. In Teamflect, administrators can attach files, such as resumes, certifications, or performance notes, directly to user profiles for easy reference.
This article walks you through how to attach documents to user profiles in Teamflect, so you can ensure key information is stored in the right place and available when you need it.
Step-by-Step: Uploading Files to User Profiles
Step 1: Access the Admin Center
Open your browser and go to 👉 https://admin.teamflect.com
Log in with your Microsoft credentials
Step 2: Navigate to “Active Users”
From the left-hand menu, click on “Users”
Then select “Active Users” to view the current user list
Step 3: Open the Attachments Panel
Find the “Attachments” column next to each user
Click on “No attachment” or “X number of attachments”
Step 4: Add or Remove Attachments
In the pop-up window:
Click “Add new attachment.”
Either drag and drop files or use the file picker to upload one or more documents
You can also remove previously uploaded files:
📌 Teamflect supports common office/image formats like .ppt, .pdf, .docx, .csv, .jpg, .png, .pptx, .xlsx, as long as the file doesn’t exceed 5MB.
Step 5: Set File Visibility Permissions
Choose who should be able to view the attachment in the user’s Teamflect profile:
✅ User, the user's manager, and admins
👥 Only managers and admins
🔒 Admins only
🚫 Only visible in Admin Center (only in the Admin Center)
To the user, the user's manager, and the admins
Managers and admins (users' managerial hierarchy and Teamflect administrators)
Admins only
Only visible in Admin Center (The attachments are only visible in the ''Active Users'' section in your Admin Center)
Step 6: Click on the ''Add'' Button to Upload Files
Step 7: Finalize Upload
After confirming the file and visibility settings, click “Add”
Use “Done” or the “X” at the top right to close the window
Your document is now saved and accessible according to the visibility preferences you set.
In the user interface, it'll look like below:
Use Cases for File Attachments in Teamflect
✅ Documented Compliance
Attach certifications, licenses, and compliance documents for easy reference and audit readiness.
✅ Enhanced Information Retrieval
Store training materials, contracts, and performance records for managers or admins to access when needed.
✅ Project Resource Allocation
Add project briefs or documentation directly to the profiles of users involved, streamlining resource access.
By using the file attachment feature in the Admin Center, you create a centralized and secure space for managing user-related documents, boosting organizational efficiency, and ensuring critical information is always accessible when needed.