1. Segments must be entered in the system first. Add your segments exactly how they are entered on your spreadsheet, these are case sensitive.


2. Managers must be uploaded into the system before the individuals. This way the framework is set up for them to acquire team members.


Step 1:  Navigate to your user profile menu and select "Manage Users":


Step 2:  Click on "Import People":



Step 3:  From the prompt, input a "Password".  


Step 4: Input the person's information: (Remember to import all managers first, then import the individuals to the managers' team)


4a. Importing with a CSV, XLS or XLSX file:

Column A

Column B

Column C

Column D

Column E

Column F

Column G
First Name Last Name Email Address Title Role Manager's Email Segment

 4b. Importing as a text:

First Name, Last Name, Email, Title, Role, Manager's Email, Segment





Execution

2a. Productivity Coach or Executive Role:

 

First Name

Last Name

Email Address

Title

Role*

Manager Email

Segment
New Users Write; (R) Write; (R) Write; (R) Write; (NR) Define; (R) Write; (R) if Role is Individual Defined by Manager's; (NR)
Existing Users No Edit; (R) No Edit (R) No Edit; (R) No Edit; (NR) Override; (R) Override; (R) if Role is Individual Defined by Manager's; (NR)

(R) - Required input field          (NR) - Not a required input field

*ROLE

These are the values that can be input into Role:

  1. Individual
  2. Manager

Click here for more information on how user roles are defined.

 

2b. Manager Role:

Managers can only import new Individual into their own team.

 

First Name

Last Name

Email Address

Title
New Users Write Write Write Write
Existing Users No Edit No Edit No Edit No Edit

 

3. Password

Password field is always required.

 

Password
New Users Write
Existing Users No Edit