There are three ways to add users to Perform & Engage 365:
Bulk upload
Entra ID directory sync
Manually
Bulk upload
Our bulk upload function offers an easy solution for creating large numbers of users using a simple CSV template.
To access the template:
- Select the blue cog icon in the top right corner of the platform’s main menu bar
- Select ‘Organisation Settings’.
- Using the tabs that appear below the main menu bar, navigate to ‘Bulk Upload’.
- To upload, select ‘Import Users’.
- From the window that opens you should first click to download the available .csv template
- Once you have created your .csv file in Excel or Google Sheets, head back to ‘Organisational settings’
- Navigate to ‘Bulk Upload’
- Select ‘Import Users’
- Now you can select your saved file and hit the upload button when ready.
Your users and initial organisational structure will then auto-populate into the platform directly from your .csv file.
Microsoft Entra ID (formerly Microsoft Azure Active Directory)
The simplest and quickest route to getting your people added to Perform & Engage 365, especially for larger organisations, is through Microsoft Entra ID (formerly Azure Active Directory) synchronisation.
Consult with your organisation's IT admin user who can follow our simple Active Directory sync guide or Create a support ticket for any further assistance.
Manual user upload
Ideal for a small number of users or new starters, our manual user creation feature is simple and quick.
For admins, the process to manually add new users differs slightly for managers. If you’d like to see how this process works for managers, read the manager’s guide.
Admin users: To manually add new users to your organisation:
- Head to the ‘Organisation’ tab in the main Perform & Engage 365 menu bar
- From here, select the ‘Manage’ tab in the secondary menu bar.
- Once selected, this will open up the ‘User Management’ screen allowing you to see all users by clicking through the team structures.
- At the bottom of this, you will see the option to add new users.
- Select this blue button to open the user creation window
- You then have the option to add one or more new users by inputting their details
- Input the first name, last name and email address for each new user
- If you would like your new user/s to complete check-ins then select the check-ins enabled option.
- You then have the option as to whether you would like to enable and notify the new user straight away once created or not. If you would prefer to create the user but not enable them until later then do not tick the available option.
- Click create
- Once created the user will appear at the top of the organisation and so you will then need to move the user into the right manager team.
- Search for the manager and click on their team icon
- Type in your new user name where it says select person at the bottom of the manager team
- Select the newly created user from the drop down and click "move user to this team'
- The user will then be added and report to the manager of that team
- Next you can also assign a department group to the new user by hovering over the department column and clicking edit icon.
- Select the departments from your available options (users can have up to 4 assigned department groups)
Enable/ invite new users via email
If you choose not to automatically enable new users when creating them you will now have the option to manually enable them. This will then send out a direct welcome to Perform & Engage 365 email invite to the user.
- Simply select the activate user option
Top tip: Employees invited by email can have their invites resent if they have failed to respond to the initial invite.