Add and Update Users

In this article, you'll learn how to add new users to your Zal.ai account and update existing user information. Users are the employees, managers, and administrators who access your organization's performance management hub.

How to Add Users

There are two ways to add users to Zal.ai: importing via CSV or adding manually.

Option 1: Import Users via CSV

1. From the left navigation, click Settings.
2. Select Users.
3. Click Import in the top right corner.
4. Select your CSV file. Zal.ai will automatically map the columns, including departments and other relevant data.
5. Review the mapping and click Submit to import your users.

Option 2: Add a User Manually

1. From Settings → Users, click + (plus sign).
2. Fill in the required fields for the new user (name, email, etc.).
3. Optionally, check the box to send an invitation email to the user.
4. Click Submit to create the user.

How to Update User Information

1. Navigate to Settings → Users.
2. Find the user you want to edit by searching or scrolling through the list.
3. Click on the user's name to open their profile.
4. Update any of the following:
   • Active status – Toggle on/off
   • Role – Employee, Manager, HR, or Admin
   • Department – Assign to a department
   • Current career role – Set their job title
   • Manager – Set who they report to
5. Changes are saved automatically.

How to Export User Data

To export all user data, click Export on the Users page. This downloads a CSV file containing all user information.