Once your organization has been setup on ClearView Social, you'll want to add users. How and when you add users is up to you, but we recommend giving your users notice that ClearView Social invitations are coming so that they know to look for the welcome email when it gets sent. They will need to click on the one-time login link that's included in the welcome email in order to access ClearView Social for the first time, so it's important that they do not ignore this email.
For more information on what makes a successful ClearView Social initiative, see What Makes a Successful ClearView Social Rollout.
Self-enrollment is a simple way to add users to ClearView Social in batches. Instead of gathering every user's information (name, email address, etc) and manually entering it through the methods listed below, you can send a custom link to the people you want to add and they will fill out their own data.
This link is specific to your company and only lets people with an email address using your company's domain create an account. We have an entire article devoted to step-by-step instructions on using self-enrollment: What is Self-Enrollment?
Adding Individual Users
You can add users on an individual basis by clicking the blue Add A New User button at the top right of the User Management page. This will bring up the Add New User form like shown:
Fill in the relevant information for the user on the right side of the form and then click Save. We require First Name, Last Name, and Firm Email at the minimum. You can also select one or more Groups for the user if any apply. The default Role is User. You don't need to change this unless you are adding a new admin.
Adding Multiple Users
In most cases, you're going to want to add all of your new users at once. We've got you covered! From the User Management page, click Add Multiple from the top right of the page. This will bring up a modal like shown:
This will prompt you to download our User Upload template. Save this file to your hard drive and then open it for editing. You will need a program similar to Microsoft Excel or another spreadsheet editor to work with this file. From here, you can either enter your users' data manually or copy it from another spreadsheet or data source.
A completed spreadsheet will look something like this:
Only enter one email address per person in the user_email field.
Under roles, enter either 'admin' for ClearView Social administrators or 'user' for everyone else. This field cannot be blank.
You can leave groups blank if you do not wish to add the new users to any groups. Separate groups with a semicolon (;). Note: You must create the group before adding a user to it. You can do so from the Group Management page.
Avoid using unnecessary punctuation such as commas or quotation marks, as they may affect the upload process.
Once you're done editing, save the file. Make sure to keep it in CSV (Comma separated values) format or the upload will not work. Then, go back to the User Management page and click Upload Users as shown in the previous window. It will ask you to select your User Upload file and then begin the import process.
Common Upload Errors
File is not in CSV format
Make sure that your data is saved in CSV format. If you are using our template, the file is already in CSV format and you just need to save it as is. If you are using your own file, either copy and paste that data into our template or resave the file as a CSV format from the Save As options menu.
Upload errored out after X users
Sometimes only a certain number of users will upload. Open your spreadsheet, delete the users who successfully uploaded, and then check for any abnormal or unnecessary punctuation in the row where the upload stopped. The most likely culprit is a stray comma (,) since that is what CSV uses to determine the end of a column. Slashes (/), quotations marks (' or "), or other odd characters may also cause an error. Remove any erroneous marks and try the upload again.
Also, look out for any extra data that may be in this row, such as a second user email or other data that is hiding alongside the data that you want to import. Each column should only have a single value, with the exception of groups which may contain multiple group names separated by semicolons (;).
Missing roles column
The upload will not work if you do not fill in the roles column. For most cases, you can simply copy and paste the word user into all rows of the column.
Organizing Your Users
Now that you've added your users, you might be interested in Organizing Users With Groups.
If there is anything else we can assist you with, you can contact ClearView Social Support either by emailing email@example.com or through the Intercom chat button in the bottom right of the site.