Let's start from the top! ⬆️
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.
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.
When your employees receive the invite, this is how it will appear:
Download
Filtered Data: Based on the filters applied on the left (under the search bar).
All Data: Includes all active and inactive users, regardless of filters.
Filters
See an overview of each available filter below:
1. Roles
Roles have several options to filter by. Within your Workspace, you have the option to view the following:
Organization Admin:
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:
Recognition Admin:
Admins who have Administrative access within the Workspace.
Manager (Points to Give Allowance):
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:
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:
Recognition Group Sending Permissions:
Users who have the Group Sending feature enabled.
Here's a tutorial on how to enable Group Sending
Comms Admin:
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)
Users Data Table
Customizing Columns
The data table gives you a few options for Customizing Columns on the top right:
You can customize which columns appear in the data table by selecting or deselecting them here:
How to Edit Users/Bulk Actions
On the Data Table, you can access a single user's account information to edit or make changes, by clicking the Name of the user:
You can also use the users' checkboxes to select multiple users and complete Bulk Actions, which will appear in the top right when you have selected users!
Bulk Actions include:
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 are useful for making quick adjustments without needing a bulk upload.
❗ Please Note: If your company uses 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!