Managing user accounts for employee engagement

To find and manage user accounts, go to Manage in the top right corner of your screen. Then, select People in the menu.   

Locating a user account

From here, you can search by Employee ID or first and last name to locate the accounts you want to manage.

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Once you've found an account, select the Manage option to the right of the user’s name. This will bring you to that person's profile, where you can access their details and perform specific actions.  

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Updating multiple user accounts 

To perform an action for multiple users, like sending an email or allocating donation currency:

  1. Start by finding all the accounts you want to perform the action for and select the checkbox to the left of each name.  
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  2. Choose an option in the Batch Updates section and select Submit. 
  3. The next page will ask if you want to perform any more actions. If not, then you're all done!  

 

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