As an admin you can edit multiple user's details in the Rydoo account. This can be done via exporting, editing and importing again via xlsx file:
1. Go to the Admin settings.
2. Go to the Users section.
3. Select Export users from the Export drop-down. This will give you the template you need to import new users.
4. Download the xlsx file.
5. Edit the details the xlsx file. Save the file on your computer.
IMPORTANT: Please do not make any format changes to the file. Do not delete or add columns or change the font for example. If you do not need certain columns, please leave them blank. Keep in mind some columns in the XLSX file are required.
The following table will give you an overview of the different columns:
|
Column |
Required or optional field |
Definition |
|
|
Required |
The corresponding email address of the user, preferably their company email address. This will be their username and login as well. This should be unique for each user, no duplicates. |
|
First Name |
Required |
First name of the user - can contain multiple names. |
|
Last Name |
Required |
Last name of the user - can contain multiple names. |
|
External ID |
Optional |
|
|
Group Name |
Required |
Make sure you add your users to the right group and that the name is spelled right. Otherwise new groups will be created in the system. Only fill in one group. Users that belong to several groups can be edited later manually. |
|
Group ID |
Required |
ID number of the group you will add the user to. |
|
Branch Name |
Required |
This should be the name of one of the Branches you have previously defined. |
|
Branch ID |
Optional |
ID number of the branch you will add the user to |
|
Bank Account |
Optional |
Here you can add the reimbursement account of your user. |
|
Language |
Required |
ISO code of the language of this user, example "eng" for English. See notes for more info. The following languages are supported in Rydoo: Eng = English Nld = Dutch Fra = French Deu = German Por = Portuguese Spa = Spanish Ita = Italian Dan = Danish Ces = Czech Pol = Polish Slk = Slovak Hun = Hungarian swe = Swedish fin = Finnish zho = Chinese jpn = Japanese |
|
Country |
Required |
ISO country code for the user, example 'GBR' for the United Kingdom. See following link for more land codes: http://www.nationsonline.org/oneworld/country_code_list.htm IMPORTANT: When country is not a 3-letter country code (ISO 3166) code, Keep empty |
|
Commuting Distance |
Optional |
Here you can add the distance travelled between work and home of the employee if you want to add this into the calculations for the mileage claims. Find more information here. |
|
Active |
Required |
When a user should not be activated, set this field to “0”. When the user needs to be uploaded and activated, set this field to "1". NOTE: To make sure no unwanted mails are sent, we would advise to upload all users inactive = 0 to start. You can easily activate them within the platform afterwards. |
6. Import the edited file.