1. First, navigate to the ‘Users’ area under the ‘Configure’ option in the upper right-hand corner of the menu
2. The recommended next step is to export the current template to edit the current users. To export, select the export option above the list of users:
3. Using the export tab will download a .csv file with the current user records in the system. Open with Excel or another .CSV compatible program to make edits
The user file lists all dimensions that are currently in the platform for each user. "Dimensions" could also be described as attributes, characteristics, or other types of information about an employee. Dimensions, for example, include First Name, Last Name, Email, Department, Region, etc...
Save the template as a .csv file, then use the import option to upload the new .csv file.
Once imported, the new dimensions will be available and viewable in the ‘Manage Users’ window, as shown below:
