This guide will walk you through how to manage access to the Unmind platform for employees joining or leaving your organisation, using our Manage Users function.
Getting Started
To begin, click on the Menu button in the top right of your Unmind desktop screen, then click on the Admin button from the menu.
Choosing the right path
Click on the Manage users tab. You will use the Add users tile to grant employees access or the Remove users tile to remove employee access.
What information should my file contain?
The information contained in your file, and whether you need to Add and/or Remove users, will depend on your organisation’s Access Criteria. The Access Criteria is the method your employees use to register to Unmind.
The table below details whether you need to use the Add Users or Remove Users function depending on your Access Criteria.
| Access Criteria | Add and/or Remove Users? |
| Work Email Domain |
Add users: No upload needed Remove users: Email address |
| Employee Number |
Add users: Employee numbers Remove users: Employee numbers |
| Single Sign On (SSO) |
Add users: No upload needed Remove users: Email addresses or Employee Numbers dependent on the option your company uses to identify employees |
Preparing your employee records for upload
When you select Choose file, you will be prompted to provide a list of user records in the format comma-separated values (.csv) file.
The .csv file needs to be formatted as follows:
- As a single column containing Employee Numbers or Work Email Domains (depending on your organisation’s Access Criteria to Unmind, also see table above).
- The file should not contain a column header.
An example of user information in the correct format is pictured below:
How to Add Users
Upload your .csv file containing the users you would like to Add by clicking on Choose file. Select your file from your system and wait for it to process.
A preview summary will appear, which shows you the number of rows in your .csv file.
Once you’ve clicked Submit changes you should then see a screen confirming that your list has been updated successfully.
Please note: the confirmation figure may differ from the preview summary if you have included duplicates within the csv file.
How to Remove Users
Please note: once you have removed a user they will still have 30 days access to Unmind to serve as a cooling-off period and will receive an email notification letting them know this. Beyond 30 days, personally identifiable information will be sanitised from our system.
To remove users, upload your .csv file containing the users you would like to Remove by clicking on Choose file. Select your file from your system and wait for it to process.
A preview summary will appear, which shows you the number of rows in your .csv file.
Once you’ve clicked Submit changes you should then see a screen confirming that your list has been updated successfully.
Please note: if any users that appear in your Remove users file never registered for an Unmind account, they will not be counted in the summary figure. This explains differences between the Remove users summary figure and the entries in your Remove users file.
Errors
If you’re receiving an error message, please check that the file you are uploading is in the correct format (i.e. that it’s a .csv file).
If you’re receiving an error message and you’re not sure why, please contact Support and we’ll be happy to help troubleshoot.