The User file enables you to pre-register the users of your platform and to assign a hierarchical role to each of them.

To build your User file, you need to go through the following steps:

1st Step: Download this blank User file

2nd Step: Fill-in the following columns

  • Last name
  • First name
  • E-mail address
  • Company position
  • ID

The user ID is one of the data that enables the platform to ensure results match the right people. Therefore, it must be typed in the user file identical to how it is typed in the result files that will be uploaded in the dashboards and/or challenges.
If you do not use any ID within your organization, you can leave this column blank or delete it.

  • Role ID

The role links a user to his or her team. Thus, it must match the "Role ID" column of your Hierarchy file.

  • Permission profile

The permission profiles define the control and access users have to your patform's files, challenges, quizzes, newsfeeds, etc.
Example of permission profiles: Administrator, Manager, Sales rep

Congratulations!

Your user file is now ready to be uploaded in your platform.

How do I build the Hierarchy file?

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