Who can use this feature?
Available on:
All Culture Amp subscriptions
Whether you're adding new users, editing existing ones, or making employees inactive, this guide will walk you through each step to ensure smooth user management.
If you're looking to import users in bulk, click here. Otherwise, continue reading for a comprehensive guide on maintaining users individually.
Let's get started!
Adding users
To be part of surveys or access Culture Amp's survey reports, you need to be added as a user. If exit or onboarding surveys are set up, interviewers also need to be users. This ensures they can access the platform to input their interview notes.
Click into the Settings > Users page
Click Add User
Type in the User's Name, Preferred Name and Email
Select a Date of birth (this is not mandatory, but can be used to determine a person's age for demographic reporting purposes)
Select a Start date (this is not mandatory, but can be used to determine a person's Tenure for demographic reporting purposes)
Leave the End date blank, unless the person has left the organization, or will leave on a specific date in the future
Select the Preferred Language
Click Save and Exit
Editing users
When editing user details and demographics, the changes take effect immediately in the system. However, they won't affect surveys already completed or in progress. Instead, the new information applies to any new surveys. For instance, if someone receives a survey invitation while in one department but later moves to another, their response stays linked to the original department. This happens because Culture Amp creates a unique survey link based on the person's demographics at the survey's launch. This maintains confidentiality, as changing responses can sometimes identify individuals.
To update a user
Click on Settings > Users
Filter by Status > Active users page locate the user in the list or use the search box to type part of the person's name or email address.
Click the User's Name in the list
Change any of the Personal Information displayed
Click on the Demographics dropdown
Change any of the demographics displayed
Click Save and exit
Note: For best practices on changing a user's name in Culture Amp, check out our support guidance: Changing an Employee's Name in Culture Amp.
Tip: After filtering your user list by status, click the minimize icon to reveal the search function.
Make a user inactive
Users can be excluded from future surveys by making them inactive in the platform as either a former or deactivated user. Learn about the difference between former and deactivated users. Even after they have been made inactive, their previous submitted responses remain in Culture Amp and are included in reports. However, if they didn't finish a survey by submitting it, their answers won't be included.
You can reactivate deactivated or former users as you need. This feature is handy for temporarily deactivating someone, like when they're on extended leave, and then reinstate them when they return.
Note: If sending out exit surveys, a 'Last day of employment' can be set to automatically make an employee inactive on a certain date.
To Make a user inactive as a Former user
Click on Settings > Users
Under the Status > Active users page, locate the user in the list, or use the Search box to type part of the person's name or email address
Click on the user in the list
Update their End Date to the date they left
Click Save and exit
The former users no longer appear on the default Active user list. Click the Former status filter to view the former users, or re-activate them. The former users are also removed from any active surveys in progress.
To make a user inactive as a Deactivated user
Click on Settings > Users
Locate the user in the list, or use the Search box to type part of the person's name or email address
Click the Deactivate icon to the far right of the user's name
Click the Deactivate icon to confirm
The deactivated users no longer appear on the default Active user list. Click the Deactivated status filter to view the deactivated users, or re-activate them. The deactivated users are also removed from any active surveys in progress.
Reactivating users
You may have a previous employee that has come to work for your company again. Rather than creating a new user profile, you can reactivate their original profile instead. Note that you will likely want to update the start date to their new start date.
To reactivate a Former user
Click on Settings > Users
Filter by Status > Former
Locate the user in the list, or use the Search box to type part of the person's name or email address
Hover over the user's row to the right of their name to display the Activate link
Click Activate
Click the Activate button to confirm
The user will now appear on the list of Active Users.
You may have deactivated a user record by mistake and wish to reactivate it.
To reactivate a Deactivated user
Click on Settings > Users
Filter by Status > Deactivated
Locate the user in the list, or use the Search box to type part of the person's name or email address
Hover over the user's row to the right of their name to display the Activate link
Click Activate
Click the Activate button to confirm
The user will now appear on the list of Active Users.
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