Enalyzer Help Center

How do I import readers to my organization?

Organizations ensure that all your data and work is under one online roof. Nothing can be transferred in or out of organizations, which means they also protect your data from employee turnover.

Organizations members can either be:

  • administrators. They can add, invite and remove members, as well as access all the content in the organization.
  • collaborators. They can edit any content in the organization available to them.
  • readers. They have read-only access to reports shared with them.

With Enalyzer, you first have to add readers to your organization and invite them later. You can add them in bulk using a CSV file.

Step 1: Add readers

You have to create a CSV file with your readers' information. The CSV file has to contain the following headers:

  • firstname - refers to the reader's first name.
  • lastname - refers to the reader's last name.
  • email - refers to the reader's email.

you can also choose to add the following headers:

  • personalid - refers to the reader's personal ID. If you do not include this in your CSV file, Enalyzer will take the reader's email as a personal ID.
  • comment - refers to any comments you might have for a reader e.g. sales manager, CEO, etc. Comments can be used to tag and filter readers.

→ Download sample CSV with only mandatory headers

→ Download sample CSV with all headers

IMPORTANT: The CSV file must be encoded in UTF-8.

Now that you have your CSV file, it's time to upload it to Enalyzer!

  1. Log into Enalyzer, click on the account icon (account.png), and select organizations.
  2. Click on your organization and select manage organization
  3. Click on the add members (add-organizations.PNG) icon

Step 2: Invite readers

Readers have now been added to your organization but not invited yet. The advantage of this is that you can assign reports to them and invite them when everything is ready. For example, if all your sales managers need access to the "Sales report", you can do this before they are invited. When you invite them, they will have access to the sales report, saving you time and ensuring everyone has access to what they need, the second they accept your invitation to join the organization.

1. Log into Enalyzer, click on the account icon (account.png), and select organizations.

  1. Click on your organization and select manage organization
  2. Click on the actions menu and select invite
  3. Select the readers you want to invite and click the invite button.
  4. Edit the sender name and email information and click next.
  5. Edit the email content and click next.
  6. Edit the email design and click next.
  7. Click send now to invite readers.
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