Bulk Creating Team Profiles
Creating profiles for or inviting each member of your team can be a long and tedious process. To save time and streamline the process, we allow you to bulk create profiles, giving you the opportunity to have complete control over your team's profiles while minimizing the amount of time you spend getting the team set up.
As a best practice, you'll want to be sure to create all Admin and Team Leaders first. That way, when you create your Team Members, you can assign them to the correct team simply using their Team Leader's email address or custom employee ID.
How to Bulk Create Team Profiles:
- On the Manage Team page, click on the Add/Edit Team Members button and select Bulk Create from the dropdown menu.
- On the Bulk Create page, download the template file and open it in Microsoft Excel, Apple Numbers, or another spreadsheet software.
- Add a row for each new member of your team you'd like to create a profile for in Stella Connect.
- The following fields are REQUIRED for each employee:
- Email Address OR Custom Employee ID
- License Type (Standard / Flexible)
- Last Name
- First Name
- Phone Channel (y/n)
- Chat Channel (y/n)
- Email channel (y/n)
- Team Leader Identifier
- The following fields are REQUIRED for each employee:
** This file is case-sensitive **
- Save the edited file as Unicode text or UTF-16 Unicode. This is absolutely necessary or the file cannot be uploaded!
- Upload the file in Stella Connect and review the preview shown to double check that everything's correct.
- Click the green Continue button to finish!
Once your team's profiles have been created, each new team member will receive a welcome email inviting them to set their password. If the profile bio, state or country, and a profile picture have not already been added for them, the new team member will be asked to complete their profile. If all required fields were already filled in by an Admin, new team members will be taken directly to the Stream after they've set a password, and they can begin sending out Connect requests!
Notes:
- Profile photos cannot be added in bulk. You can either create all users and then add the photos to each profile yourself or have each team member upload their own photos.
- If you need time to get all of your team members added and photos set up before you roll out Stella Connect to your team, you can use our Delay Welcome Emails feature. Check out this article for how to do that!
Best practices
It's vitally important to keep your reporting relationships accurate within Stella Connect by ensuring that your team's hierarchy is correct. This ensures that you're able to observe trends over time and understand which teams are improving or need coaching. For larger teams, we typically find clients doing a weekly sync so that their team hierarchy and team member profile information stays up-to-date.
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