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How do I manage users in Nectar?

The Users page in Nectar helps Admins view, filter, and manage user data easily.

Aubriela avatar
Written by Aubriela
Updated this week

How do I get to the Users page as an Admin?

  • Access the Users page by navigating to Admin > Users in the left-hand toolbar:

At the top of the page, you’ll see options to:

  • Add Users

  • Add Property (read more about properties HERE)

  • Send Invites (this button will say Launch if you have never sent invites before)

  • Download (by Filtered Data, or All Data)

  1. Add Users: This option allows you to add users manually to the system. Here's a tutorial on how to add a user to the system.

    1. If your company uses an HRIS integration, you should not need to add users manually.

  2. Add Property

  3. Send Invites/Launch: This action sends invitations to all active users who have not yet created their account.

    1. When your employees receive the invite, this is how it will appear:​

  4. Download

    1. Filtered Data: Based on the filters applied on the left (under the search bar).

    2. All Data: Includes all active and inactive users, regardless of filters.


How do filters work?

Filters help you quickly find specific users. You can apply one or more of the following:

1. Roles

  • Roles have several options to filter by. Within your Workspace, you have the option to view the following:

Organization Admin:

  • Admins in Nectar who are able to edit and add Workspaces for users if your company utilizes multiple Workspaces with Nectar.

Recognition Admin:

  • Admins who have Administrative access within the Workspace.

Manager (Points to Give Allowance):

  • Users who have the Manager checkbox enabled. They will get the Manager point allowance when this box is checked.

Recognition Analytics Access:

  • Users who are not Admins that have been given permission to access the Analytics reports.

    • This option is turned on by default for Recognition Admins.

Recognition Group Sending Permissions:

  • Users who have the Group Sending feature enabled.

Comms Admin:

  • Users who have access to edit/add Internal Communications for the Workspace.


2. Active

  • Filter for options to view All users (no selection), Active, or Deactivated users.


3. Invited

  • Choose between viewing All users, Invited, or Not Invited users at once.


4. Account Created

  • Filter to see accounts that have or have not created their account yet. (Account Created is set to "Yes" once the user logs in for the first time)


5. Office Location

  • Filter which office location(s) you want to view.


6. Department

  • Filter which department(s) you want to view.


7. Birthday

  • Filter by a date range of birthdays within the users list.


8. Hire Date

  • Filter by date range of hire dates within the users list.


9. Workspaces

  • If your company utilizes Workspaces, this filter option allows you to choose to view users who are in multiple or specific workspaces.


10. Product

  • Toggle between users in our Recognition Suite or Internal Communications Suite with this option.


11. Country Code

  • View the code users have assigned to their account. This is the code that our Purchasing Power Parity system uses. (Read more about that HERE)


How do I customize the user data table?

You can choose which columns appear by selecting Customize Columns in the top-right corner of the table. This helps you display only the data that matters most to you.

  • You can customize which columns appear in the data table by selecting or deselecting them here:

How do I edit users or perform bulk actions?

  1. Edit a single user: Click a user’s name to open their profile and make changes:

  2. Bulk actions: Select multiple users using checkboxes. A Bulk Actions menu will appear at the top right.

  • Available bulk actions:

    • Manage User Points – Add or remove Redeemable and Giveable points

    • Update Departments – Change the listed department

    • Update Office Locations – Change the listed office location

    • Update Manager – Assign or change a user’s manager email

    • Update Active Status – Activate or deactivate user accounts

    • Update Roles & Permissions – Modify admin or manager roles

    • Update User Workspaces – Add or change workspaces

    • Send Invites – Send invites to selected users

Important: If you use an HRIS integration, you should not update user data (like office location or department) using bulk actions. These fields are automatically synced from your HR system.

Please reach out to our support team if you need additional assistance!

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