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Add and Update Users

Import or update users in your Zal.ai account

This article walks through adding new users to your Zal.ai account and updating existing user information, including email, manager, account status, and role. 

This article contains the following sections:

This article is relevant to: Admins

Feature: Company Settings

How to Add New Users

 There are two ways to add users to Zal.ai: in bulk via a CSV import or one-off.
 

Option 1: Import Users via CSV

Tip: If you'd like a starting point, download this template: it includes all the fields available in Zal. You can also import an existing personnel list from your HRIS. Zal will walk you through matching your file's columns to the corresponding fields in Zal.

  1. Click on the Settings gear, located in the bottom, left-hand corner of Zal.
  2. Select "Users."
  3. Click the Import Users icon at the top of the page. It looks like an arrow with a line underneath.
  4. Select the Excel or CSV file you want to import.
  5. Zal.ai will automatically map the columns of your import document to existing fields in Zal. Confirm this mapping, then click Preview Data.
  6. Review the information that will be uploaded, then click Import to import your users.

Option 2: Add a User Manually

  1. Click on the Settings gear, located in the bottom, left-hand corner of Zal.
  2. Select "Users."
  3. Click the purple + icon, located in the top, right-hand corner of the page.
  4. The "Add new user" modal will appear. Fill out the new user's information. The only requried fields are first name, last name, and email, but we suggest adding as much information as you can.
  5. Decide whether or not the user should immediately receive an invitation to Zal.
    1. If you'd like the user to receive an invitation email upon account creation, toggle on the "Send invite email" option at the bottom of the modal.
    2. If you'd prefer to send an invitation email later, leave the "Send invite email" option toggled off.
  6. Click Submit to create the user.

How to Update User Information

This section walks through how to update user information, including email, manager, account status, and role. You can achieve this bulk via a CSV import or one-off.

Option 1: Update Users via CSV

Tip: If you're making multiple updates to employees who are already in Zal, we recommend exporting your current user list, making the desired changes, and re-uploading. The instructions for exporting your current user list are at the bottom of this article.

Note: Zal will not create duplicate users so long as the email address for an employee is the same in Zal and in the import. If you'd like to update email addresses, please do so using option 2.

  1. Click on the Settings gear, located in the bottom, left-hand corner of Zal.
  2. Select "Users."
  3. Click the Import Users icon at the top of the page. It looks like an upward-facing arrow with a line underneath.
  4. Select the Excel or CSV file you want to import.
  5. Zal.ai will automatically map the columns of your import document to existing fields in Zal. Confirm this mapping, then click Preview Data.
  6. Review the information that will be updated, then click Import to import user updates.

Option 2: Update a User Manually

  1. Click on the Settings gear, located in the bottom, left-hand corner of Zal.
  2. Select "Users."
  3. Find the user you want to edit by searching or scrolling through the list.
  4. Click on the user's name to open their settings.
  5. Update any of the following:
    • Name: First name, Last name, and Preferred First name.
    • Email: The email address the user will use to log into Zal.
    • Active status: If the user's account is active or deactivated. Toggle on/off.
    • User type: Employee, Manager, HR, or Admin
    • Department: Assign to a department
    • Manager: Set who they report to
    • Start Date: When the employee started working at your organization.
    • Promotion Date: 
    • Current career role: Set their job title
  6. Click Submit to update the user.

How to Export User Data

This section walks through how to export a file containing all user data currently in Zal.

  1. Click on the Settings gear, located in the bottom, left-hand corner of Zal.
  2. Select "Users."
  3. Click the Export Users icon at the top of the page. It looks like a downward-facing arrow with a line underneath.