Add or Bulk Upload New Members and Studio Users

Why Add or Bulk Upload 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 Program Studio email campaigns such as invitations.

Grant Studio Access - Grant studio access to new users using bulk upload or add program user. If the user already exists in the program, please use View/Edit to promote the user to a studio role.

You can add a new studio user with your level of Program Studio access or lower. For example, a Program Manager cannot add an Administrator, but a Program Manager can add a new Program Manager, Publisher, Channel Contributor, or Analyst.

Create a Custom Group Attribute - Use bulk upload to create a custom attribute for new or existing users. Create custom groups based on the bulk uploaded users for targeting campaigns, channels, etc. 

Bypass Domain Whitelisting - Created, Invited, and Registering users automatically pass the domain whitelist check during email registration. Uploaded/Added users must still complete all other Authentication Options, such as User Verification or Questions.

Bulk Upload

Use bulk upload to add one or more users to your program. 

1. Navigate to the Manage > Users page for your program.
2. Click Add Users to enter the Add Program User dialogue.
3. Click Upload via CSV to enter the Import Users dialogue.
   
4. If you do not have a file ready to upload, click Download Template and create your .csv file for upload. Note that your file must mach the template provided so we recommend downloading the template to use for your first upload. 
   • First Name - required.
   • Last Name - required.
   • Email Address - strongly recommended for all programs, required for programs with email registration or SSO where NameID is an email.
   • Alternate Identifier - recommended for any program that leverages an alternate identifier, required for programs with SSO where the nameID is an alternate identifier (no email passed to SocialChorus). We recommend listing both an email and the alternate identifier so that you can contact the imported users via email for invitations etc. The Alternate Identifier is a unique value per user. Ensure more than one user does not have the same alt id in your file. 
   • Program Role - optional. If left blank, the user will be imported as a Member. To assign studio roles upon import, match the role titles exactly: Analyst, Channel Contributor, Publisher, Program Manager, Administrator.
   •  Tips:
     • Keep the header as it appears in the template file (do not edit header row text, do not delete or add columns).
     • Please use all lowercase (known issue).
     • Remove any blank rows.
     • Save as a .csv (comma separated value) file.
5. Select Choose File to upload your .csv file.
6. Click Upload to start the upload process.
7. Back on the Users page, click on the Uploads in Progress button to review the status of your upload and/or invite the users.
8. Refresh the Users page to see the new users.

After a user has been uploaded via Bulk Upload:

• 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.
• Successfully uploaded Studio users can now access Program Studio.
• If they already have an email-based password for the employee experience, they can sign into Program Studio now.
• If they have no email-based password, studio users can be invited to Program Studio via invitations.
• Alternatively, studio users can go straight to studio.socialchorus.com and click Forgot Password to trigger a password reset email. Once they set a password, they can sign into Program Studio.
• Bulk upload automatically creates a custom attribute for the users in the uploaded file (including Duplicates). You can then create a custom group based on the custom attribute. 

How to Read the Uploads in Progress Information

After uploading a file, the Upload in Progress button appears below Add Users. Upload in Progress will provide a wealth of information about your uploaded file, as well as information about the files uploaded by other Program Managers or Administrators. The file will appear in Uploads in Progress until you (or another studio user) clicks Finish. After the upload has been "finished" it will no longer appear under Uploads in Progress.

Upload in Progress Definitions:

• Failed - the upload failed and no new users were created in the program. Click on the file information to open the upload status details and review the error details. Most errors can be resolved by editing the file and attempting a new upload. When you no longer need the error information, select Finish to dismiss from the Uploads in Progress window.
• In Progress - the upload is still in progress.
• Pending - the upload is complete but requires further action. Click on the file information to follow-up.
• Duplicates - indicates how many users in the file were already in the program (or listed in the file more than once) and therefore were not imported or updated. The non-duplicates were still imported. To update the role or other information of a duplicate, please return to the User's page and use View/Edit to modify the user's profile. The bulk upload custom attribute is still created for all users in the file, including the duplicates.

Add Program 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 end out employee experience invitations as well.

SSO Note: If you have SSO authentication, Add Program 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 an alternate ID), you should use Bulk Upload instead of Add Program User.

1. Navigate to the Manage > Users page for your program.
2. Click Add Users to enter the Add Program User window.
   
   
   
   
3. Enter all information:
• First Name and Last Name
• Email Address (lowercase letters only)*
• 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 Program 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 Program 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 Program 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.

*Known Issue: If you see "email value has already been taken" while using Add Program User with an email with uppercase letters (such as Example@Domain.com), please switch to all lowercase letters (example@domain.com). There is a known issue with title case or upper case letters.