Engage: Updating User Information

Updating User Information

User data can be updated from the admin credentials and these changes can be done anytime after the first upload, however, try to avoid making changes when any survey is in-progress as the changes will not be reflected in the results. If there is any changes done in the user data after a Survey has started, please reach out to your customer success executive to make necessary changes in the backend to get the updated dimensions on the survey results. 

NOTE: *emails & employee IDs cannot be revised*

User data can be modified in 2 ways:

  • Option 1:  Small Changes (Changes can be done through Platform)
    • Step 1- Navigate to reports.gethyphen.com -> User Management
    • Step 2- Use the search bar to find the user needing revision
    • Step 3- Click “Edit” next to that user (Or simply click on the record)
    • Step 4- Edit window for the said record will open
    • Step 5- Make necessary changes in the fields and click “Save Changes”
  • Option 2:  Large/Bulk Changes (Create CSV File and upload)  
    • Step 1- Navigate to reports.gethyphen.com -> User Management
    • Step 2- Export the user data from the EXPORT option in user management page.
    • Step 3- Create a new CSV file, with only the Header and data from the exported file (refer image below)
    • Step 4- Revise data as needed against the user’s email ID *emails & employee IDs cannot be revised*
    • Step 5- Ensure columns and cells are formatted
    • Step 6- Save and upload .csv file on User Management (using the ‘Add user’ button and upload CSV option)
    • Step 7- Check email notification for Success or any errors notification.
The new CSV file needs to be in this format (with your company specific dimensions)