The information in this article applies when you have the Employee App or Staffbase Intranet, and when Staffbase Email is used together with the Employee App or Intranet. If you use Staffbase Email as a standalone product, refer to Overview of Setting Up the User Base in Staffbase Email.
First, you need to properly set up your user base to effectively use the Staffbase platform. Your platform user base consists of two types of users:
-
Users: Individuals who can do one or more of the following depending on the Staffbase products their organization uses:
- Access their Intranet
- Access their App
- Receive emails
- Studio Users: Individuals with access to the Studio who can perform actions based on their roles. For example, as an administrator, you are a Studio user.
Before adding additional users, set up the following components in the same sequential order to effectively create your user base:
Profile Fields
These are fields that contain user attributes with which you can identify a person. Configure any additional profile fields you need for targeting use cases.
Adding Users
After the profile fields are set up, you can add users using one of the following methods:
- Manual
- CSV import
- SSO onboarding
- SCIM
-
User API
After setting up your user base, you can update profile fields as needed. Keep in mind that any changes to profile fields will affect subsequent user syncs.
User Groups
These are collections of users with shared attributes that allow targeted communication and management. After defining profile fields and importing user data, you can create user groups based on their profile field attributes.
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