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How to add an Employee Group
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Employees section in left menu.
Click on + NEW GROUP button.
You will be prompted to enter the name of the new Employee group. Enter the name and click on OK.
Employee Group will be created and you should see the new group in overview now.
How to edit the Employee Group name
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Employees section in left menu.
Make sure the Groups view is selected.
Locate the group you want to edit. You can use the search bar.
Click on the details icon in actions to edit the Employee Group.
Click on the pencil icon in upper right corner to edit the employee group name.
Message prompt for employee group name change will pop up. Change the name and press OK to confirm the change.
How to delete an Employee Group
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Employees section in left menu.
Make sure the Groups view is selected.
Locate the group you want to delete. You can use search.
Click on the delete icon to delete the employee group.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
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Please note that deleting employee group do not delete the employees assigned to the employee group. Only the connection between the employees and the group will be deleted. You can still find the employees in Employees view in the Employees section. They will remain in other groups they were assigned or they will be kept as employees without group. See this section on how to list these employees. |
How to add Employees to specific Employee Group
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to employees section in left menu.
Make sure the Groups view is selected.
Find the group where you want to add employees and click on the details button in actions. This will open the employee group details.
Too Add employees you can click on yellow upload button in upper right corner or you can scroll down to the List of employees and click on “UPLOAD EMPLOYEES” button.
Message prompt with requirements for file upload will pop up. For more detail refer to Technical Parameters for Employees Upload.
Click OK and select the CSV file in correct format.
After successful upload you should see all the imported employees in List of Employees.
How to add Employees in bulk to multiple Employee Groups
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Employees section in left menu.
Click on Employees View in upper left corner.
Too Add employees you click on “UPLOAD EMPLOYEES TO ENTITY” yellow button.
Message prompt with requirements for file upload will pop up. Please note that in this type of upload you can also predefine the Employee Group where the employee belongs and also add them to multiple groups. For more detail refer to Technical Parameters for Employee Upload.
Click OK and select the CSV file in correct format.
After successful upload you should see all the imported employees in Employee View and assigned to all employee groups defined in the CSV file.
How to edit Employees details
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to the Employees section in left menu.
Select the Employees view.
Locate the employee you want to edit.
Click on the edit icon to edit the employee details.
Now you can edit the First name, Last name, Email and assigned groups of employees.
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Please be careful when editing the employee as it may affect running campaigns. Thin about the potential consequences the change may have for you campaigns and reporting. The most typical issues will be displayed by message prompt when doing so. |
How to delete an employee
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Employees section in left menu.
Select the Employees view.
Locate the employee you want to delete. You can use search.
Click on the delete icon to delete the employee.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to delete multiple Employees
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Employees section in left menu.
Locate the employees you want to delete. You can use search.
Switch the mass select option by clicking on the mass select switch. This will show checkboxes at each row and you can select multiple rows in the view.
Click on the DELETE EMPLOYEES button to delete the selected employees.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
How to find Employees not assigned to Employee Group
Select Entity you want to work with in Entity Selector. (https://lazycompany.atlassian.net/wiki/spaces/LPS/pages/106889217/LazyPhish+Overview#Left-Menu-Overview%3A)
Go to Employees section in left menu.
Select the Employees view.
Switch the “without group” option on by clicking on the without group switch. This will show employees that are not assigned to any group.
Click on the DELETE EMPLOYEES button to delete the selected employees.
Message prompt with request for confirmation will pop up. Press Yes to confirm the deletion.
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