Sign In As

This enables you to log into the app as the designated user. You can test to see that this person has the correct rights and access to see and do what they should be able to.

Upload Multiple Users

If you have multiple users to add, use the Upload Users function to add users all at once.

For the user uploader to work properly, use our Excel example file to layout your data. This should have been sent in your welcome email or can be downloaded directly from the admin portal by clicking the green link in the Uploader description. 

Before uploading your file, you will have the option to automatically create teams for your uploaded users. This is helpful if your files are separated by user team such as attendees, exhibitors, sponsors, etc.

1. If you have new teams labeled in your Excel file, click Yes to automatically create these teams and add those users to them. If you do not have new teams in your file, leave this checked No.
2. To assign ALL uploaded users to team/s, check which team/s you would like your uploaded users to be assigned to here. Ignore this section if your teams are assigned within your upload file.
3. Click the Select File button and locate your CSV file for upload.
4. Click the Upload CSV File button to begin the uploader process.

Please ensure your user file is saved as a CSV file for upload. The system will not accept an Excel file (.xls or .xlsx) and will provide an error after uploading.

The Excel example file is for you to reference; you can add additional fields to enhance your user data. These accepted fields have been listed below in the following categories:

• User profile information to upload basic user information such as name, email address, phone number, social links, etc.
• User role fields to add users to a specific team that already exists in the app
• User team fields to add users to a specific team not already in the app

Match Columns

After your file has been uploaded, the next step to uploading is matching your columns.

The system will automatically provide suggestions on matching your columns with the database. Ensure these are accurate or change accordingly.

Any columns you do not want to upload should be identified with the “Ignore Column” option.

Below is an example screenshot of the uploader process with further details

1. You are on Step 2 Match Columns of the user upload process. You can click between the four steps to go back or forward in the process.
2. Match your column headers with the database columns to ensure you upload is accurate.
3. Next step in the upload process is Step 3 Review Upload. Once you have finished matching your columns with the database outputs, click Apply Column Matching at the bottom or click the next step 3. Review Upload.

Review Upload

Once your columns have been matched, you will have a chance to review your upload before completing.

This screen will provide which records have been new, rejected, and updated. Below is an example image of this screen with further details.

1. If you have all records as new, that means all records will be uploaded as brand new users.
2. If you have updated records, that means the user has been previously added but will update with any changes you have provided in the upload.
3. If you have rejected records, that means an error matching the record has occurred. Click the rejected records button to download an Excel file of your rejected records. This file will provide a reason for each reject. Rejected Records are not uploaded to the app. Correct these records and upload corrections again to be included in the app. If you have any questions about reasons for rejection, please contact support@resultsathand.com.
4. If you have excluded records, that means those users will not be uploaded.
5. After you have reviewed your upload, click the Process Upload button at the bottom click the next step 4. Complete Upload to finish your upload.

Beneath the Complete Upload button, you can see the Status of the users uploaded. If they were rejected, this will show why. You can also click the Reject button to download a spreadsheet with the reasons why.

Manage Teams

Under the Manage Teams tab, you can view all of your existing teams in the table below. Use the action icons to perform certain actions on the team. See the help article on Team Settings for more information.

Below is an example screenshot of the Manage Teams screen with added details.

1. Action icons to do the following with existing teams: view, edit, automatic assignments, and remove.
2. Add a team

Add Team

Select Add Team to begin adding new user teams to the app.

Enter a unique name for the team in the text box. When finished, click the Add Team button at the bottom.

To make any edits to your new team, go back to Manage Teams and use Edit action icon, see below.

Profile Fields

The profile fields shows all of the user profile fields available on the user profile.  For each field, the status, whether it is active or not, if it is shown on the directory, if it is shown on the user profile (subject to user sharing preferences), or if the user can edit in the profile is displayed in the table.  The default values are initially shown.  The default values can be changed by clicking the override button.  From here the check boxes can be deselected based on what needs to be shown.  

Column Definitions:

Field:  The field name on the profile form.

Status:  If the default values are used, then it will say default.  If the default values have been overridden, then it will say Modified. 

Active:  The field is made active at the customer level in the super toolkit.  If it is inactive in the super toolkit, it will not show in the table.  If you override the default to make it inactive, it will not show in the directory or user profile.

Show On Directory:  When yes is selected, the profile field value will show under the user's name.  When no is selected, the profile field value will not show in the directory.

Show On User Profile:  This setting is subject to the user's sharing preferences in their profile. If set to No, the field won’t be visible to others on a user’s public profile screen. If set to yes, this field will be visible on the user’s public profile screen (provided the user has opted to share profile information with the public).

User Can Edit in Profile:  When yes is selected, the user can edit the field in the user profile (i.e., update a phone number).  When no is selected, the user is not able to change the field value in the user profile.

Bulk Actions

Bulk actions can be used after uploading users to perform specific actions in a group such as Recompute User Credits, Make Active, Make Inactive, Assign to Teams, Export Badges, and Remove.

To perform a bulk action:

• Sort by searching, select specific users or show all by selecting "all" in the drop-down menu, see image.
• Check the individual users you would like to update or select all users showing on the table by selecting the check box next to "Actions" on the table, see image.
• Once the users are selected, scroll to the bottom and click the appropriate bulk action - see below for an explanation of each one.

Recompute User Credits: If your event is utilizing Continuing Education tracking in the app.  This action can be used to recalculate credits if updates are made to credit categories after credits have been earned.  See help article on continuing education.

Make Active/Make Inactive: This can be used to make groups of users active or inactive. 

Assign Team: This allows you to assign groups of individuals to a team.  Once you select the users and click on "Assign Team" a second window will pop up for you to select and assign to an existing team or create a new team. Click "Assign Users to Team" to save your changes. 

Export Badges: This allows you to print a batch of badges by selecting specific users.  Once you select your users and click on the bulk action "Export Badges" a second window will open allowing you to select the type of badge, output format, badge label sheet and how many badges to skip on your label sheet (if some badges have been already used on the label sheet).

Remove: To delete specific users or all users, select users and click on the "Remove" bulk action. *Please note: once users are removed, they can not be recovered and will need to be re-uploaded or manually added back.