Why Manually Add or Import Users?

• Manage Adoption Metrics - upload all of your employees and track your registration rate.
• Invite Users (Email and SSO programs) - "Pre-register" new users so that you can target them with Studio email campaigns such as invitations.
• Grant Studio Access - Grant studio access to new users using import users or add program user. If the user already exists in the program, please use View/Edit to promote the user to a studio role.
• Create a Custom Group - Use import users to create a new group for targeting campaigns, channels, etc.
• Bypass Domain Whitelisting (email registration programs) - if added or imported to the program, users automatically pass the domain whitelist check during email registration. Imported/added users must still complete all other Authentication Options, such as User Verification or Questions.

Note, manually adding or importing users does NOT allow for importing custom attributes for each user. If you have employee data such as department, location, etc., that you would like to sync with user profiles when those users sign in, please review automated options for User Sync.

How to Import Users

1. In Studio navigate to Manage > Users page.
2. Hover over Add User to expand the menu and select Import Users.
   
   
   
3. If you have a file prepared, confirm that it has the 4 required columns and then click Choose File to select a CSV (.csv) or Microsoft Excel (.xlsx) file.
   
   If you do not have a file prepared or you would like to confirm the column header names, click the hyperlinked text to download a sample file template with example headers. When ready, return to Import Users and click Choose File.
   
   
   
4. Click Upload to start the upload and import process. The dialogue window will close.
5. You can navigate to Manage > Imports page to review the status of your upload, invite the uploaded users, and/or access the custom group generated by the upload.

   • If there was an issue with the upload or processing of the users, there will be an error message or downloadable report under Details.
     
     

   • If the upload was successful, select View to see the import results, draft an employee experience invitation, or quickly access the import’s custom group.
     
     

After Successfully Importing Users

User Status and Groups

• New unique users are imported into the program and appear on the Users page with a Created status. Created users can register via Join Now or you can invite them to register for the program using invitations.
• Users that already exist in the program or appear more than once in the file are counted as duplicates. We recognize duplicates based on the universal identifier or email. Duplicates are ignored for the purpose of import or profile updates, but they ARE included in the custom group generated by the upload. To update the role or other information of a duplicate user, please return to the Users page and use View/Edit to modify the user's profile.
• A custom group is automatically created for all users in the imported file that do not have a processing error, including duplicates. The custom group can be renamed and you can modify the group's filters if necessary.

Invitations

• From the Imports page, you can start a draft of an invitation campaign to invite new imported users to the employee experience. The campaign will start as a draft and will only go to the imported users with a Created status when you are ready to activate the campaign. Users that have been invited or started registering will not be in the invitation’s targeted group.
• If Program Role was specified and there were new Studio users, they were automatically invited to Studio immediately after the file successfully processed. You do not need to take any further action.

Processing Notes for Import Users File

Required Columns

1. First Name
2. Last Name
3. Email
   • Each user listed in your file must have a unique value for either email or universal identifier. This column must be included even if you do not provide an email for your users. However, we strongly recommend always including an email so that you can send invitations.
4. Universal Identifier
   • Each user listed in your file must have a unique value for either email or universal identifier. This column must be included even if you do not provide a universal identifier for your users.
   • If your program leverages User Sync via SFTP or SSO, the universal identifier must match the unique ID (NameID) used for those tools in order to avoid creating duplicate users.
   • Universal identifier is also known as the federated identifier.

Example file with the minimum 4 required headers:

Other Columns

• Program Role
  • If not specified, new users will be imported as Members. To specify a studio role for new users include a column named Program Role and match the role titles exactly: Analyst, Channel Contributor, Publisher, Program Manager, Administrator.
  • Note, you cannot demote or promote pre-existing users with this column (duplicates are not updated).
• Additional Columns
  • The import will ignore any additional columns such as “Manager”, “Department”, or “Location”. The file will still process but these values will not appear in the program. To import custom attributes please review automated options for User Sync.

How to Add User (Individual)

If you would like to quickly add one user, you can follow these steps. When you add an individual user, studio invitations are sent out immediately and you can choose to send out employee experience invitations as well.

SSO Note: If you have SSO authentication, Add User should only be used if your IdP passes an email to SocialChorus. If you have a program that is configured for SSO and you do not use emails as NameID (you only have a universal ID), you should use Import Users instead of Add User.

1. In Studio navigate to the Manage > Users page for your program.
2. Click Add User.
   
3. Enter all information:
• First Name and Last Name
• Email Address
• Program Role
  • If you select the Channel Contributor role, you will see a field to select which channels the user can contribute to. Click Assign to Channels to open up the full channels list. Add at least 1 channel from the list.
    
• Send email invitation to employee experience (for both members and Studio users).
  • An email invitation to register for Studio is automatically sent to all Studio users. If adding a Studio user, the checkbox can be used to send an invite to register for the employee experience in addition to the invitation for Studio.
4. Click Add to save the user, they will appear on the Users page as Created or Invited (depending on whether an employee experience invitation was sent).

After a user has been added via Add User:

• The Created/Invited user can register for the employee experience via Join Now or you can invite them to register for the program using invitations.
• Studio users can either follow the studio invitation link to create their password or go straight to studio.socialchorus.com and click Forgot Password to trigger a password reset email.