Adding Company, Department, and Participant Records

Learn to add company, department, and participant records for organizational structure, covering single entries and bulk uploads, with steps for each.

• Add a Company
• Add a Department
• Add Participants
• Add Participants in Bulk

Add a Company

1) Navigate to the Org Structure menu on the main navigation bar. (Figure 1.1)

2) Choose the Company Management option if it is available on your plan level.

3) On the Company Management page click the Add Company button. (Figure 1.2)

4) The Add Company dialog box will appear. Fill in the required fields - marked with an asterisk. (Figure 1.3)

Click the Add button. (Figure 1.4)  

Figure 1.1

 

                                                

Figure 1.2

Figure 1.3

1. Navigate to the Org Structure menu on the main navigation bar. (Figure 2.1)
2. Choose Department Management.
3. On the Department, Management page click the Add Department button. (Figure 2.2)
4. The Add Department dialog box will appear. (Figure 2.3)
5. Professional Subscribers may identify the Company Name from the dropdown menu to choose which Company the Department should be related to.
6. Give the Department a name.
7. Click the Add button.                                                                                                                

Figure 2.1

                              

Figure 2.2

        Figure 2.3

Add Participants

Participants can be added individually or uploaded from a spreadsheet list. The instructions for both processes are explained below, including best practices for creating the data spreadsheet for proper import.

1. Navigate to the Org Structure menu on the main navigation bar (Figure 3.1)
2. Choose Participant Management.
3. On the Participant Management page find and click the Add Participant button. (Figure 3.2)
4. The Add Participant dialog box will appear with a list of required fields. (Figure 3.3)
5. Complete the fields and click Add.

Add Participants with Bulk Upload:

Navigate to the Org Structure menu on the main navigation bar.

• Choose User Management. (Figure 3.1)

• On the User Management page find and click the Data Upload button. (Figure 3.2)

• The Upload User from the Excel dialog box appears. (Figure 3.4)

• If you are on the professional plan and above, select the company your users should be related to from the dropdown.

• Select the file you created from the template download to import from your computer.

• Depending on your file size, a dialog box will shortly appear to confirm a successful upload or present an error message. 

Figure 3.4

Bulk Upload Template Best Practices

• The information below will help you make the best use of the User upload template to ensure a smooth data upload. Click [Download Template] and use the template headers as explained below to edit an existing spreadsheet or create a new one. 

• Participants are assigned to one company per upload.

• Professional subscribers have the multiple-company option. Participants are added per company; therefore, this process must be completed for each company's roster of participants.

• Once your spreadsheet file format matches the template, save it to a known location.