In this help doc
Introduction to Members
The Members settings allow you to manage all members belonging to an Organization. When you access the Members settings, you will see the following fields:
Name - The full name of the member
User Email - The email address of the member
Permissions - The assigned permissions to each member. A member can be an Account Holder, Owner or a regular member.
Last Seen - How much time has passed since the first activity of the day. If this extends to into days, weeks or months, it means there has been no activity since then.
Actions - This is where each user can be accessed and managed
Manage Member
Go to Settings
Expand your Organization
Click Members
Click Manage on the desired user
Member's Details - to edit, click on the Edit Member Details.
You can add Away Periods when a member is on vacation, out of office, etc. A Palm Tree icon will appear right next to this member on the Org Chart and the member will be dimmed. To see it in effect, see View Away Periods for a Member via the new Search bar or View Away Periods on an Org Chart.
Responsible Graphs - assign graphs to the member or its post, set permissions, or remove graphs for this member.
Permissions - displays the member's permissions and allows you to add, modify or remove permissions for this member
Graphs accessible lists all graphs which this member can access
Personal Graph Groups - lists the graph groups of this this member. See Personal Graph Groups for more information.
Knowledge Activity - export the member's Knowledge Activity which includes the member name, the Knowledge item, when it was assigned, viewed and completed.
Edit Member Details
Choose Settings
Expand your Organization
Click on Members
Click Manage on the desired user
Click on Edit Member Details
Edit the member's details
Fill location details
Click Choose File and upload your picture. See also TIPS & TRICKS - Ideal Avatar Dimensions.
Edit Employee settings. For Status, see Organization Settings - Member Status Options.
You can choose among "All Mailings", "Custom Mailings" and "No Mailings" regarding the scheduled mailings and reminders.
If you choose "Custom Mailings", select the desired checkboxes to choose which email templates to subscribe to. If you don't have any options to choose from, it means you don't have any email templates created yet. To create an email template, see Create Email Templates.
Choose how often you want to receive notifications: Immediately, Hourly, Daily, Weekly or Never. This option applies to all notifications.
If you want to customize a specific notification, click the drop-down menu and make your selection.
Set Custom Attributes. For more info, see Custom Attribute Fields.
The "Restrict user to Organization" option restricts a user to a specific organization. It removes the ability for the member to create their own account using the same email.
If you are using SSO (Single Sign-On) to log into MetaPulse, select this option.
Click Update Member
How to Add a Member
To add a member individually:
Choose Settings
Expand your Organization
Click on Members
Click New Member
Add the member's details
Fill location details
Click Choose File and upload your picture. See also TIPS & TRICKS - Ideal Avatar Dimensions.
Add Employee settings. For Status, see Organization Settings - Member Status Options.
Click Add Post to create a new post or assign an existing post to this member
Edit Notifications, choose delivery schedule for all emails or customized for the individual.
Set Custom Attributes. For more info, see Custom Attribute Fields.
The "Restrict user to Organization" option restricts a user to a specific organization. It removes the ability for the member to create their own account using the same email.
If you are using SSO (Single Sign-On) to log into MetaPulse, select this option.
Click Add Member
Resend Invite Links
Choose Settings
Expand your Organization
Click on Members
Click resend invite
If a Member has successfully logged in, there will be no resend invite option and the invite link will no longer work. The Member needs to login via metapulse.com. If they have forgotten their password, they can use the Reset Password feature.
See also
Show or Hide Archived Members
Choose Settings
Expand your Organization
Click on Members
Click Show Archived. Click again to Show Active Members.
How to Import Members in Bulk
Go to Settings
Expand your Organization
Choose Members
Click Import Members
Download Sample CSV file and populate it with your member details
Choose file you want to import
Click Import Members
TIP: For all date fields we recommend using YYYY-MM-DD format to avoid any issues.
You will be emailed confirmation of import. Note, depending on the file size, it can take a few minutes to complete.
See also:
How to Archive or Remove a Member
Go to Settings
Expand your Organization
Choose Members
Click Manage on the desired user
Click on Edit Member Details
To archive a member, scroll to the bottom and choose Archive Member - this method will automatically archive the graphs assigned to this member. If there were graphs assigned to the member's post, they will not be archived. (Note: Objectives and Posts need to be manually changed. Objectives can be deleted or reassigned when you delete or remove the member from their posts on the org chart.)
To remove a member choose Remove Member - this is only possible if the member has no assigned graphs, objectives, posts and events.
Archive Member Warning Message
Sign in as Another Member
Signing as another member helps debug issues. This feature is useful for in-house MetaPulse Administrators. Keep in mind these two rules:
Only Account Holders can sign in as another member.
You cannot sign in as another member how is an Account Holder.
Go to Settings
Expand your Organization
Choose Members
Click Manage on the desired user
Click Sign in as member's name