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How to bulk allocate people

How to bulk allocate people

1

Download a list of people to be renamed either by:

  • Downloading the list from TeamForm as csv or

  • Use reports

 

2

Copy/paste the IDs in a 2-columns CSV file:

  • person_id: the person’s employee ID

  • demand_id: the team ID that you want to allocate the person into

 

3

Go to the top left hand corner of the web page and under the TeamForm header, click on the down arrow

 

image-20240306-144228.png
4

From the drop down list, Click on the name of the workspace that you would like to grant user access to

5

Click on the settings icon from the vertical left hand side bar menu

image-20240306-144243.png

 

6

Click on “Data integrations”

7

Click on ‘Member and teams file upload Imports’

 

8

Drag and drop the prepared access list into the blue dotted line zone

 

 

9

Click on ‘Import Uploaded File’

 

10

Once the import has ran, changes are directly visible in TeamForm.

 

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