This is a useful feature when you need to register multiple member accounts at once or update information for existing members.
You can upload an Excel file to bulk register multiple accounts in one go, and you can also conveniently update existing member information all at once through the same method.
Tip!
“Admin Console” is a feature available only to your company’s administrator. The admin can assign or revoke additional administrators. (See How to assign an admin)
How to bulk register / update members
Admins can use an Excel template file to bulk register the IDs (email addresses) of members who will join your workspace. In the same way, you can bulk update member information.
★ Note: If a previously registered email address is uploaded again, the existing member information will be overwritten with the data in the Excel file.
1) Admin Console > Manage Members
Select Admin at the bottom left to enter the administrator page, then click Manage Members.
2) Add Members > Active > Add/Edit Multiple Members
Under the Active tab on the Member Management page in the Company tab, select Add/Edit Multiple Members to register or update multiple members at once.
3) Download the Excel template
To bulk register member information, first download the ‘Excel Template File.’ On the bulk registration/update screen, click the ‘Download Excel Template’ button.
4) Fill out the Template
Open the downloaded Excel template and enter the member information. The fields highlighted in red, ‘Name’ and ‘Email,’ are required. Name, email, mobile phone number, job title, and business number are default fields that appear in each member’s profile.
When updating existing members, if the fields Mobile, Department Code, Job Title, Business Number, Date of Joining, or Display Order are left blank in the uploaded Excel file, those fields will be updated as blank (overwritten).
For example, suppose a member is registered as:
Name: Laura Barnes, Email: [email protected], Department Code: 161.
If you upload the same member again but leave the Department Code field blank, the previously registered department information will be deleted and updated as blank.
★Field Descriptions
Name (Required)
Enter the name that will be displayed in the profile and in all posts/chats.
Email (Used as ID) (Required)
Enter the email address that will be used as the login ID for Morningmate. After the account is registered with this email address, it cannot be changed, so please enter it carefully.
Mobile Number (Optional)
Enter the member’s mobile phone number.
Department Code (Optional)
Enter the code assigned to each department. You can register a new department or check an existing department code under the ‘Organization Chart' Menu. (See department registration/management)
Job Title (Optional)
Enter the member’s job title.
Company Contact (Optional)
Enter the company phone number or extension.
Date of Joining (Commencement Date) (Optional)
Enter the year and month the member joined the company.
Display Order (Optional)
Enter the display order as shown in the organization chart. It can start from 0 and the smaller the number, the higher the member appears in the organization chart.
Tip!
If the display order is the same, the member with the earlier joining date will appear higher.
If both the display order and joining date are the same, members will be displayed in alphabetical (A–Z) order by name.
Members without a display order will appear below those with a display order, regardless of the number.
If no display order is entered for all members, they will be displayed by joining date and then alphabetical order.
5) Upload the File
Select Attach and upload the saved Excel file. The information entered in the Excel sheet will be displayed in the table in the admin page.
Cells highlighted in red
These indicate rows that cannot be registered due to format errors, duplicate email addresses, or other issues. Please correct or delete them before proceeding.
View only invalid rows / Delete all invalid rows
Check See Invalid Rows to filter and display only the rows that cannot be registered. Hover your mouse over each item to see the reason why the registration is not possible.To delete rows, select the checkboxes on the left for the items you want to remove, then click Delete.
6) Complete Account Setup
If all information has been uploaded correctly, click Register.
When you click ‘Register,’ a pop-up for agreement to the terms of service will appear. Select Continue to agree to the terms.
A password setup email will then be sent to each registered member’s email address. Once each member completes the password setup, the account creation process is finalized.
