Let's start from the top! ⬆️
Access your Users page by going to Admin>Users on your left hand toolbar:
At the top of the page, you have options to
Add Employee
Bulk Upload
and Send Invites (this button will say Launch will show if you have never sent invites yet)
Add Employee: This option allows you to add users manually to the system. Here's a tutorial on how to add a user to the system.
If you have an HRIS integration you should not need to add users manually.
Bulk Upload: This is how to add multiple users to the system, or how to edit your user list in bulk action. Here is a tutorial on how to use the Bulk Upload tool.
If you have an HRIS integration you should not need to update users with this tool.
Send Invites/Launch: This action will send an invitation to all ACTIVE users who have not yet created their account.
When your employees receive the invite, this is how it will appear:
Filters
Filters are our newest addition to the Users page. Here's some breakdowns of how those can help you! Let's briefly go through each numbered filter:
1. Roles
Roles have several options to sort 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: 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. Here's a tutorial on how to enable that: Group Sending
This option is turned on by default for Recognition Admins.
Comms Admin: Users who have access to edit/add Internal Communications for the Workspace.
2. Active
This option allows you to filter for options to view All users, Active, or Deactivated users.
3. Invited
This option lets you choose between viewing All users, Invited, or Not Invited users at once.
4. Account Created
This option allows you to choose to filter to see accounts that have or have not created their account yet.
5. Office Location
This option allows you to choose which office location(s) you want to view.
6. Department
This option allows you to choose which department(s) you want to view.
7. Hire Date
This option allows you to sort by date range of hire dates within the users list.
8. Workspaces
If your company utilizes Workspaces, this filter option allows you to choose to view users who are in multiple or specific workspaces.
Right Hand Tools
On the right side on the Users tab, we have the Add Users, Send Invites, and Download dropdown options:
Add Users allows you to add a single new user to your system.
We typically do not recommend using this tool if you have an HRIS integration, as that integration should be adding your users to the system for you.
Send Invites is the option for sending invites to all users who have not yet received an invite to the system.
Download:
If you click the button Download, it will download ALL of the Active users you are viewing.
If you have set up filters, if you click the drop down button next to the Download button you can select Download Filtered data.
Users Data Table
The data table holds a few options for Customizing Columns you're viewing on the Data Table in the top right:
This allows you to add or remove columns of data from view in Nectar:
On the Data Table, you can access a single user's account information to edit or make changes, by clicking anywhere by the Name of the user:
You can also use the checkboxes to select multiple users and complete Bulk Actions, which will appear in the top right when you have selected users!
The options available for Bulk Actions are:
Manage User Points: Add or Remove points.
Update Departments: Change the department listed in the users' profile.
Update Office Locations: Change the office location listed in the users' profile.
Update Manager: Change the manager listed in the users' profile.
Update Active Status: Change the profile to be active or inactive.
Update Roles & Permissions: Add or remove profile status for Admins, Managers, etc.
Update User Workspaces: Add or change Workspace listed in users' profile.
Send Invites: Send invite emails to the selected users.
These actions can come in handy for companies who want to just make a few quick adjustments without having to complete a bulk upload.
❗ Please Note: If your company users an HRIS integration you should not have to use Bulk Actions to update user information like Office Locations and Department. That information should be updated in your HR system and it will sync with Nectar
Please reach out to our support team if you need additional assistance!