USER GROUPS
MANUALLY CREATE USER GROUPS
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1. Go to User groups in the menu
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2. Click on the button Add User Group
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3. Give your group a name
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4. Find the group on the list
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5. Find and add users to the group (+)
ADD USERS TO USER GROUPS
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1. Go to User groups in the menu
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2. Find the User group you want to add to
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3. Search for the users you want to add and press +
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4. Search and press the bin icon to delete users from the group
CREATE GROUPS WITH DUPLICATE ACTIONS
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Add more users divided into user groups. With skip duplicates, you do not update existing users and groups, you only add new.
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1. Create a user list in Excel or CSV - Example file
2. Go to import/export and upload the list
3. Map columns
4. Analyse import
5. Choose the duplicate action 'Skip'
6. Import
With skip as duplicate action:
New users are added
New groups are added and employees are added to the new groups
No changes are made to existing users or existing groups
UPDATE AND ADD USER GROUPS
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Update existing users and add new users to your Sociuu account
1. Create a user list in Excel or CSV - Example file
2. Go to import/export and upload the list
3. Map columns
4. Analyse import
5. Choose the duplicate action 'Update and add user group'
6. Import
With Update and add user group:
You add new users
New groups are created and employees are added to the new groups
Existing users and user groups are updated
UPDATE AND REPLACE USERS IN USER GROUPS
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Update existing users and replace users in existing user groups
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1. Create a user list in Excel or CSV - Example file
2. Go to import/export and upload the list
3. Map columns
4. Analyse import
5. Choose the duplicate action 'Update and replace user group'
6. Import
With Update and replace user group:
You add new users
New groups are created and employees are added to the new groups
Users in existing user groups are replaced
All user groups remain, they are not deleted with this action
DELETE USER GROUPS
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Delete user groups in Sociuu​
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1. Go to User groups in the menu
2. Find the user group you want to delete
3. Tick off the box next to the User groups and a blue bar appears at the top. You can also press (···) and delete single user groups
4. Delete. This action is not reversible.
