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Member profiles & teams

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ABOUT MEMBER PROFILES & TEAMS

With Enalyzer organizations, you can create member profiles consisting of member background information and organize them in teams that reflect your company's structure. Instead of manually setting up a CSV file every time you conduct a team or member survey, you can just import the data stored in the member profiles. And, of course, all member background information can be used to segment, benchmark, and drill down into your data when you analyze the collected feedback with reports.

 

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CUSTOMIZE MEMBER PROFILES

Member profiles consist of the following member data:

Status is the date and time the member was added to the organization.

Background information contains email, first name, last name, personal ID, comment of the member, and any other variables you add to the profiles, e.g. age, gender, salary, manager, and more. 

Teams refer to any teams the member is part of.

Role the organization role of the member, it could be administrator, collaborator or reader.

You can customize member profiles by adding more background information variables. All you have to do is:

  1. Go to the homepage and click on your organization.
  2. Select settings on the side menu.
  3. Click on background information under member settings.
  4. Click on the add variable icon (add-organizations.PNG).
  5. Name the variable and click add.
  6. Repeat steps 3 and 4 until you've added all the variables you need.

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ADD DATA TO MEMBER PROFILES

Once you've set up the variables for the member profiles, you're gonna want to add some data. There are three ways to go about it:

  1. Add the information manually when you invite members.
  2. Add the information to the CSV file when you import members.
  3. Add the information into the member profile manually.

To add them manually, you have to:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click on the member whose profile you want to view.
  4. Under background information, add values to the variables you created under background information.
  5. Changes will be saved automatically.

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CREATE TEAMS

Create teams that reflect your organization and use them to organize members. When sending surveys t your members, it is done via teams, so it's important that your members are in teams if you're sending surveys to them.

To create teams, you have to: 

  1. Go to the homepage and click on your organization.
  2. Select teams on the side menu.
  3. Click on + create team, if you already have teams click on the add teams icon (add-organizations.PNG).
  4. Enter the team name, e.g. marketing. If you'd like, you can also add a team ID.
  5. If you've already created teams, you have the option to nest the team you're about to create under a parent team.
  6. Click create when you're done.

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ADD MEMBERS TO TEAMS

Once you've created the teams, you're gonna want to add members. There are three ways to go about it:

  1. Add the information manually when you invite members.
  2. Add the information to the CSV file when you import members.
  3. Add the information into the member profile manually.

To add them manually, you have to:

  1. Go to the homepage and click on your organization.
  2. Select members on the side menu.
  3. Click on the member whose profile you want to view.
  4. Under background information, add values to the variables you created under background information.
  5. Changes will be saved automatically.

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