Users
What is a User Account?
A User Account in Gangmates represents an individual employee or staff member within your organization who needs access to the platform. Each user account is tied to a specific User Type and other organizational settings, ensuring that employees are properly categorized and onboarded into the system.
User accounts are essential for providing employees with access to relevant features, workflows, and tools within Gangmates.
Pre-Requisites
Before creating user accounts, ensure the following are set up:
User Types: Predefined categories to classify employees (e.g., Full-Time, Contractor, Intern).
Departments: Organizational units to associate employees with.
Step-by-Step User Account Creation
Step 1: Access the Users Section
Navigate to the Directory tab in the menu.
Select Users from the dropdown list.
Step 2: Initiate User Creation
Click on the Create User button.
Choose between the Single User or Bulk Load option:
Single User Creation
If creating a single user:
Complete the form with the appropriate user details, such as:
First Name
Last Name
Email Address
User Type
Department
Submit the form.
An onboarding email will be sent to the user.
The user will need to click on the onboarding link in the email to complete the onboarding process and activate their account.
Bulk Load User Creation
If using the Bulk Load option:
You will be redirected to the bulk load form.
Download the provided CSV template.
Ensure fields such as User Type and Department are consistent with existing settings.
Upload the completed CSV file.
Users will be created in the system, and onboarding emails will be sent automatically.
Special Considerations for Rehired Users
Important: Email Update Limitations for Rehired Users via Bulk Load
When rehiring users using the Bulk Load feature, there are limitations if the email template is configured to use the first letter of the first or last name (e.g., first_name[0].last_name). The email may not update as expected during the restore process.
Solutions:
Use the API: Rehire the user via the API to ensure the email updates correctly according to the template.
Manually Recreate the User: Use the Single User option for precise control over email and other user details.
Contact Support: If neither option resolves the issue, submit a request to support@gangmates.com for further assistance.
Onboarding Process
After user accounts are created, onboarding emails are sent to users.
Users must click on the onboarding link in their email to:
Set their password.
Complete the onboarding process.
Activate their Gangmates account.
Key Notes
Accuracy: Ensure details entered in Single User forms or the Bulk Load CSV template are accurate to avoid errors during onboarding.
Flexibility: Use Single User creation for specific scenarios or adjustments; Bulk Load is ideal for onboarding multiple users simultaneously.
Support: For email or onboarding-related issues, reach out to support@gangmates.com for assistance.
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