You have the option to register multiple members to your company's business account at once by uploading an Excel file.
1. Admin Console
Upon logging into Morningmate, access the Admin Console by selecting it at the bottom of the left-hand menu bar.
✔ Tip |
2. + Add members > Add/Edit multiple members
To register multiple members at once, go to the Admin Console, click on "Manage members", and then select "Add members" > "Add/Edit multiple members".
3. Register or edit multiple accounts using an Excel
Register multiple accounts at once using an Excel file by downloading the format provided.
Export to Excel
Fill in the Excel spreadsheet
To register multiple members at once, fill in their information in an Excel spreadsheet and save it. Make sure to include the required columns, which are highlighted in red: name and email. Keep in mind that the email address will serve as the member's ID and cannot be changed once registered.
[Old version of Excel template]
[New version of excel template]
Tip!
If you have added department codes, you can include them by going to "Organizational Chart > Add Department". Otherwise, leave this column blank.
When you need to update member information, first download the entire list of members as an Excel file from the admin console. Then make the necessary edits in that file.
Please note that, unlike the previous Excel files, the latest update include additional fields for 'Date of Joining' and 'Sort Order'.
Upload a file
To upload an Excel file, click on "Attach". Once uploaded, the information entered in the Excel file will be displayed on the screen.
Tip!
When members have the same sort order, those with an earlier date of joining will be shown above.
If the sort order and date of joining are the same, members will be sorted by their names in alphabetical order.
Members without a sort order will appear below those with a sort order (regardless of the sort order number).
If the sorting is not specified for any members, they will be displayed based on the date of joining and alphabetical order of names.
Rows highlighted in red
Rows highlighted in red indicate errors with the format or duplicated accounts. Please fix the issues or delete the row before registering the account.How to view all non-editable rows in red
To view all non-editable rows highlighted in red, tick the "See invalid rows" checkbox. You can then hover your mouse over the items to see the reasons why they are not editable.
Edit sections with red box
To edit the sections highlighted in red, enter the correct information and the red highlight will disappear.
Delete rows with red box
You can delete rows with red boxes by selecting them and then clicking on the "Delete" button.
Fill in all the required information to register new accounts
To register new accounts, fill in all the required information and click on the Register button. You'll be prompted to review and agree to the terms and conditions. After confirming your agreement, an email will be sent to each registered account with instructions on creating a password. Once the account owners have completed the password setup process, they can log in to the platform.
Deselect "See invalid rows"
If you are unable to see the registered accounts, check if the "See invalid rows" option is deselected.