- Download the Excel file from the Admin Dashboard and open it.
- Add the new groups as described below.
Tip: Delete all rows (horizontally) of the users from the Excel that are not to be added to the new group. This will speed up the upload later.
- Once all the necessary data has been entered or changed in the table, save the file and upload it to the Admin Dashboard.
Columns (vertical) can be hidden, but not deleted!
If you only add groups, you only have to edit the columns and rows in the category "Groups".
If you also want to change other data or add users, you will find help in these posts:
Add users with the Excel import
Change user data/group membership with the Excel import
The following explains how to fill in each column:
All existing contribution groups in the employee app are listed here next to each other.
To add new groups, use the empty group columns. If there are none, duplicate existing ones to the right of the existing ones.
Caution: Do not delete existing groups from Excel! This would result in all users included in the list being removed from the groups.
The group name must be entered under "Group name". The field "Group-ID" must be left blank.
Below this, you can use the dropdown menu to select whether the respective user in this group is to be given the role of group administrator (admin) or member (member). You can find out in detail which roles and rights group administrators have here.
Perform this procedure for all your groups.
Please note: Do not delete any existing groups from the table! This will result in all users listed in the Excel spreadsheet being removed from these groups.
Once all data is entered, save the file and upload it to the Admin Dashboard.
Tip: Delete all rows (horizontally) from the Excel where nothing has been changed to speed up the upload.
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