If you don't want to manage people one by one, you have the option to create, invite, update and deactivate people using a spreadsheet (
xlsx). This will allow you to quickly manage multiple accounts at the same time.
If your company uses a supported identity provider, you should look at using Automatic Account Management to provision, update and deactivate accounts on your behalf when employees join and leave your company. This approach is preferable, since it's important to make sure that accounts are automatically deactivated when people leave your company.
Manage your accounts in bulkCreate multiple accounts
Create multiple accounts
You can create multiple accounts in bulk by logging in as an Administrator who has the permission to add and remove accounts. Once you're logged in as an Administrator with this permission, you can complete the following steps to create accounts in bulk:
Click on the Download Template button to add people into a spreadsheet template containing the following columns:
Manager Employee ID,
Once the spreadsheet has been created, you can continue to create the accounts by completing the following steps:
Once the spreadsheet is imported, you will get an overview of which accounts are invalid, incomplete and valid.
- Invalid Accounts: Invalid accounts are accounts that are missing information or contain invalid information. They won't be created in Workplace.
- Incomplete Accounts: Incomplete accounts will be created in Workplace, but they lack information needed to build a complete Workplace profile.
- Valid Accounts: Valid accounts are accounts that contain all relevant information to build a complete Workplace profile.
Once you're OK to finalize the account creation, you can complete the following steps:
Update multiple accounts
You can update multiple accounts in bulk by logging in as an Administrator who has the permission to add and remove accounts. Once you're logged in as an Administrator with this permission, you can complete the following steps to update accounts in bulk:
Once you have downloaded the file, you can open this file in Excel or another spreadsheet editor. Update the accounts that you want to edit and save the spreadsheet as a
Deactivate multiple accounts
You can deactivate multiple accounts in bulk by logging in as an Administrator who has the permission to add and remove accounts. Once you're logged in as an Administrator with this permission, you can complete the following steps to deactivate accounts in bulk:
You will need to have a spreadsheet (
csv) prepared which has an
Employee ID header and a list of email addresses or Employee IDs that you want to deactivate. Once you have created the list, you will be able to complete the bulk deactivation process with the following steps: