You can create new users, or update existing users using the bulk upload feature.
To bulk upload users to your FlourishDx account, login to your admin dashboard. On the left-hand menu, select 'Users', then 'Manage Staff'.
From the top menu, select 'Create Staff'. Click on 'Show Optional Fields'. The fields displayed here are automatically included for each FlourishDx user. If you want to add more fields to improve your ability to filter data, from the top menu select 'Staff Fields'.
Enter the Field Name, then specify the response options available for that field. Note that these are editable, so you can always add more response options later if required. Press the blue "Create New Field" button, and your new field will be added to the 'Custom Staff Fields' section at the top of the page.
There is no limit to the number of custom fields available.
To add or delete response options for a custom field, or to delete a custom field, click on the down arrow for the field. Click on the plus symbol to add a new response option, or click on the bin image to delete.
Once you have created your custom fields, go back to 'Create Staff' using the top menu. Select the 'Download Employee CSV' button next to the 'Bulk Upload' section.
Populate the columns for first name, last name, and email address. All other columns have fixed response options which each user can populate upon registration.
Important Note: If you populate the fixed response fields your responses must be identical to the response options. If you are receiving error messages after trying to upload a completely populated spreadsheet, try deleting the data populating the fixed response columns then upload again.
Once you have populated the columns, ensure the spreadsheet is saved in CSV (Comma Delimited) format. Click on the 'Save As' icon, select 'Save as type' then choose 'CSV (Comma Delimited)' from the list of type options.
Then drag and drop or click to upload the CSV file into your FlourishDx account.
To add or remove users in bulk, select 'Download Employee CSV', make edits to add or delete users, then upload the file again.