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Bulk Alignment Guide

Written by Aaliyah Williams

  • Column A: Action

    • Use this column to specify the action you want to take. Examples: ADD, DELETE, UPDATE.

  • Column B & E: User's Email

    • Column B (Current Email): For existing users, enter their current email address here to identify their account for updates.

    • Column E (User Email): Enter the user's new or primary email address here. This can be left blank if creating a new user.

  • Column C & D: User's Name

    • Column C (First Name): The user's first name.

    • Column D (Last Name): The user's last name.

  • Column F: Role

    • This defines the user's permissions on the platform. It is crucial to use the platform's internal role names, not internal job titles.

  • Column G: Brand

    • This is the Brand the user will be linked to.

  • Column H: Site

    • Specify the store(s) the user needs to be aligned to. For users who require access to multiple sites, separate each site name with a comma e.g. Demo Site 1, Demo Site 2. The site name needs to reflect exactly what it is listed as on the platform, or the upload will fail.

  • Column I: Site Identifier

    • Specify site code if your organisation has them linked on the platform. For users who require access to multiple sites, separate each site code with a comma e.g. 1234, 5678, 9101

    You do not have to fill in both columns H&I, once is sufficient.

  • Column J: Language

    • The Language preferred by user.

  • Column K: Timezone

    • The Timezone the user needs to be linked to.

  • Column L: As Auditor

    • If YES, the 'As Auditor' box will be checked for user.

  • Column M: Is Federated

    • This indicates if the user's account is linked to Single Sign-On (SSO).

Using the Bulk Alignment Tool

  1. Log into a HQ Manager account on the platform.

  2. Navigate to Organisations > Users

  3. To download file to update, select Download CSV

  4. Complete edits on the CSV file using the above guidance and save.

  5. Return to platform, and select the Upload CSV option

  6. When the upload is complete, there will be a notification showing:

  7. This will show you if there are any errors on the file, and will give you the option to download an error file so you can review and amend.

  8. Contact Support team if Login As needs to be amended.

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