Adding and Inviting Users

Adding users manually is a great option if you only need to add a few new users to your Kudos® system. Otherwise, we recommend using Bulk Changes to add multiple users at once.

To add new users, go to Admin Gear ⚙️ > User Admin > Users. Click on Add a User.

You will then be presented with a window to manually add information for a single user. Note that the starred (*) fields are required. Once you've filled out the user's information, click Create User. Your user is created immediately, and you will need to invite the user to your Kudos® system before they can access their user account, unless you have auto-invite turned on. More information on auto-invite can be found in the tab below. 

If you are adding multiple users at once, we’ve provided a CSV template to make the process faster for you. To download a template and get started, click on Bulk Changes from within User Admin.

The Bulk User Import instructions can be found under Step 1 for your reference. These instructions will help you to fill out the Import CSV or XLSX file. 

When you are first setting up your account, click Download under Step 2 to download a blank CSV template or XLSX template.

If you already have users on the system and want to edit a CSV or XLSX of existing user data, check out this article for information on editing User Information.

Populate your data in the import file that you have downloaded! Be sure to follow the instructions and guidelines provided in Step 1. 

❗️It is important that the columns in the template are neither removed or renamed to avoid errors when the file is processed. You must include an email address for each user. Ensure that the date formats match for both Start Date and Birthday. 

When you are ready to upload your users, return to User Admin > Bulk Changes > Step 3 to import. You can match on email, employee number, or external ID. If you are setting up your Kudos® user base for the first time, we recommend selecting "email". 

Select your file, and click Import. Once the upload is complete you will receive an email confirmation. Any errors will be detailed in the email so you can make the necessary changes and upload the file again. Once you have added all your new users, be sure to invite them to your platform, unless you have auto-invite turned on. More information on auto-invite can be found in the tab below. 

❗️During the upload process, all employee data will be compared to current and archived users; this means that if the system finds a match to an archived user, the information will be updated the information and a new user will not be created.