Onboarding
How can I easily re-invite my collaborators to eBloom?
Go to Settings (⚙️ at the top right of your screen, in the upper menu bar) "Users". Click on "Reinvite Users” at the top right of the box. Click on “Confirm”.PopularHow to invite my collaborators on eBloom
Invite my collaborators for the first time Go to Settings (⚙️ at the top right of your screen, in the top menu bar) "Users". Click on the “+ Invite users”. Click on the purple link “Invite many users by Excel”. Click on the purple button “Download template”: An Excel document, called “ebloomuserstemplate.xlsx” is automatically downloaded to your computer. Open the excel document, list the email addresses of the people you want to invite in column A “ESome readers
Management
Can I create my users from the "Teams" page?
No, the "Teams" page only concerns the creation/modification of your teams. To create your users, you have to go to the Settings (⚙️ at the top right of your screen, in the upper menu bar) Users. Then, you can go to Settings "Teams" to create your teams, manually or via the excel upload.PopularHow to create filters?
There are two ways to manage filters on eBloom When creating users with an excel upload Go to Settings (⚙️ at the top right of your screen, in the top menu bar) Users. Click on “…” “ Users update” at the top left of the box. Click on the purple button “Download template”. An Excel document, called “ebloomuserstemplate.xlsx” is automatically downloaded to your computer and contains the list of your current users. Open the excel document, and addPopularHow do I share certain dashboards with colleagues?
Only “Admins” and “Advanced Users” can view dashboards. “Admins” can change a user's role to “Advanced User” or “Admin”, granting them access to the dashboards. Go to Settings (⚙️ at the top right of your screen, in the top menu bar) “Users”. Use the search bar to enter the name or email address of the person whose role you want to modify. Click on the pencil icon 📝 to the far right of the person. Click on “Roles” and selectFew readers
How to Update user information?
Go to the settings menu ⚙️ and click on “Users.”. In the right-hand column of the overview, click on the pencil icon. Edit all the information of the selected user. You can also update information in bulk using our Excel template. Go to the settings menu ⚙️ and click on “Users.” Click on the three dots and select “Update users.” Download our Excel template, fill it in, and upFew readersHow can I change a user's role in eBloom?
Go to Settings (⚙️ at the top right of your screen, in the top menu bar) “Users”. Enter the name/address of the person whose role you want to modify. Click on the pencil icon 📝 to the far right of the person. Click on “Roles” and select the desired option. Press “Save”.Few readersWhat are the different roles and access levels in eBloom?
There are 3 roles available in eBloom: “User”, “Advanced User”, and “Admin”. Each role has its own access rights and permissions. A summary table of access and permissions for each role is available in Settings (⚙️ at the top right of your screen, in the top menu bar) "Users" click on the 3 dots "…" "Role Guide".Few readersHow can I export my user information?
Go to the Settings menu ⚙️ and click on "Users". Then click on the three dots and select "Export users". The exported file is always in Excel format.Few readers