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)

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.
Add Property
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:
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.

Resend invites to specific users

To send reminders to users who haven't activated their accounts: Additional scenarios include sending invites manually for users affected by data sync issues or email delivery problems. Admins can also check for gaps in bulk invitations to ensure all users receive their invites.

Use the Filter option and select "Account Created > No" to identify users who haven't signed in yet
Select all users from the filtered results
Use the Bulk Action menu to "Send Invites"- Check that users are not affected by email system sync issues; resolve these by manually re-triggering invitations from their specific user profiles as necessary.

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.
- Here's a tutorial on how to enable Group Sending

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?

Edit a single user: Click a user’s name to open their profile and make changes:
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 Warning: Do not update email addresses or employee IDs using bulk upload actions, as this may result in duplicate accounts.
Bulk Upload Procedure: Obtain the valid bulk upload template from Nectar, fill it with updated user information, and submit it through the designated upload process.

❗ 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.

❗ Username Change Restriction: Usernames cannot be changed directly by administrators. To update a username, contact the Nectar support team for assistance as these changes impact reporting and data consistency.

Tracking User Engagement

Monitoring which users have engaged with the system is important for ensuring successful adoption. Here's how to identify users who have not logged in for the first time:

Navigate to the Users page as described above.
You can use one of two methods:
1. Using filters: Apply the filter "Account Created > No" to view all users who haven't logged in yet.
2. Downloading user data: Download the user list (using the Download option). In the downloaded file, locate the column labeled Account Created which indicates whether each user has logged in before or not. This information helps you identify which users may need additional follow-up or assistance with their onboarding process.