🧼 TL;DR:
Add users one at a time, in bulk via the Bulk Upload tab in Settings, or automatically through HRIS. Remove users by deleting or deactivating them.
➕ How to Add Users
Option 1: Manually (One by One)
Go to Settings → Users
Click “Add new”
Fill in their name, email, role, and any groups or feeds
Click Save & Invite
Option 2: Bulk Upload (CSV File)
Go to Settings → Bulk Upload
Download the CSV template
Fill in user info (email, name, role, etc.)
Upload the file and review the preview before confirming
Option 3: HRIS Sync (If enabled)
Users are automatically added and updated based on data from your connected HR system.
➖ How to Remove Users
You have two options:
Deactivate: Keeps the user’s data intact and allows for easy reactivation later.
Delete: Removes their access and places them in a “Deleted” state, but their past activity (posts, recognitions, etc.) remains visible.
To remove or deactivate a user:
Go to Settings → Users
Click the a user
Click on the "Actions" button
Choose Deactivate or Delete
💡 Pro Tip:
For recurring hiring cycles, keep a bulk upload template ready.
Example: Add new team members every quarter via CSV, and deactivate past employees without losing historical data.