Divisions
A Division is a sub-group within your Enterprise team, with its own admins, users, and division library. Primary Admins and Admins can add divisions for different departments, offices, clients, or any other groups you want to manage separately or give unique branding assets.
Jump to...
- Roles and Permissions
- Adding and Managing Divisions
- Managing Division Admins
- Adding and Managing Users in Divisions
- Importing Divisions by CSV
- Importing Users by CSV
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RolesHere's a basic overview of the roles for divisions:
PermissionsHere's what people in each role can do in divisions:
* Division Admins can only manage and view Users, info, and library assets in their divisions. |
Adding and Managing Divisions |
Primary Admins and Admins can add one division at a time or import a CSV file to add or update multiple divisions at a time. Adding a DivisionTo create a division:
Once your division is created, add Division Admins and add users to the division. Adding or Editing Multiple Divisions at a TimeImport a CSV file to add new divisions or update existing ones. Editing a DivisionTo edit the division settings:
Deleting a DivisionTo delete divisions:
After a division is deleted, Users that were in that division become available to add to another division. If you decide not to add them to a division, the Users still have an account as part of the team. All surveys and data will remain in each User's account. |
Managing Division Admins |
TIP! Import Users by CSV file to assign Division Admins and add Users to divisions all at once.
Adding a Division AdminTo add a Division Admin:
When someone is a Division Admin, they can see their divisions from the Divisions tab and add or manage Users in their divisions. Someone can be a Division Admin in multiple divisions, and a division can have multiple Division Admins. Removing a Division AdminTo remove someone's Division Admin role:
If the Division Admin is also a User in the division, they'll remain a User in the division. If they're also a Division Admin for another division, they'll remain the Division Admin for that division. NotificationsWhen someone is added or removed as a Division Admin, we send them a notification email to their account email address. |
Adding and Managing Users in Divisions |
TIP! Import Users by CSV file to add or transfer Users and assign Division Admins to divisions all at once.
Adding UsersTo add Users to a division:
Why can’t I add a User?Primary Admins and Admins can add Users to any division while Division Admins can only add Users to their divisions. Users need to be part of the team before they can be added to a division. Someone can be a User in one division at a time. If you search for a User that you know is part of your team but see No result found, it means the User is already in a different division. Removing or Transferring UsersPrimary Admins and Admins can transfer Users out of a division to remove them, or transfer Users to another division. Division Admins can remove Users from their division, but can only transfer Users to another division if they're also the Division Admin. To transfer Users:
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Importing Divisions by CSV |
How It WorksImport a CSV file to add new divisions or update existing ones. You'll be able to add or manage Users in divisions after divisions are set up. Spreadsheet SetupDownload our Example template to start with a properly formatted CSV file that you can edit, save as, and re-import. If you start from scratch, create a spreadsheet in an application like Excel, Numbers, or Google Sheets. Make sure you set up your spreadsheet's first row with these header fields: Division name, Description, Region, and Cost center
Follow these guidelines when adding data to your spreadsheet:
Saving your CSV file You may be able to save your CSV file in various .csv formats and not all formats will save and import successfully. Try saving your file as either:
CSV UTF-8 (Comma delimited) MS-DOS Comma Separated How to ImportTo import divisions by CSV:
Import ErrorsOnce your import is finished, you'll be able to Download a report to view the import status for each row. If there are errors, you can fix them and re-import the file to try again. If there's an Import Error when you upload your CSV file, it's likely that:
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Importing Users by CSV |
How It WorksPrimary Admins and Admins can import a CSV file to add or manage their team's active Users. TIP! If your team has SSO enabled, you can add Users via CSV import.
Spreadsheet SetupDownload our example template to start with a properly formatted CSV file that you can edit, save as, and re-import. If you start from scratch, create a spreadsheet in an application like Excel, Numbers, or Google Sheets. Make sure you set up your spreadsheet's first row with the following header fields: Username, Email, Role, Division (user), Division (admin)
Follow these guidelines when adding data to your spreadsheet:
Saving your CSV file You may be able to save your CSV file in various .csv formats and not all formats will save and import successfully. Try saving your file as either:
CSV UTF-8 (Comma delimited) MS-DOS Comma Separated How to ImportTo import a CSV file:
Import ErrorsOnce your import is finished, you’ll be able to Download a report to view the import status for each row. If there are errors, you can fix them and re-import the file to try again. If there's an Import Error when you upload your CSV file, it's likely that:
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