If you use Staffbase Email together with the Intranet or Employee App, refer to Overview of Setting Up the User Base. The information below applies only when Staffbase Email is used as a standalone product.
You need to first properly set up your user base to effectively use Staffbase Email. Your Staffbase Email user base consists of two types of users:
- Contacts: Users who can only receive emails and cannot access the Studio
- Studio Users: Users 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:
- From Studio
- CSV import
- SSO onboarding
-
Entra ID
Using the Entra ID integration, you can sync contacts users and not Studio users.
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 by setting conditions based on the information in those fields using one of the following methods:
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.
Comments
0 comments
Please sign in to leave a comment.