Creating a Tag Structure & User Import

This guide provides step-by-step instructions on creating a tag structure and importing users into a system. By following this guide, users can efficiently organize their teams, departments, job titles, and skills using tags. This ensures that relevant information is communicated to the right people. The guide also emphasizes the importance of accurate employee information and role assignments.

Steps to Creating a Tag Structure & User Import:

1. Tag Structure 
2. List company regions
3. List names of teams
4. List names of departments
5. List all job titles
6. List any relevant skills
   1. User Import
   2. Click the "Step 2. - People" tab.
   3. Input your employee information (name, phone number, email)
   4. Assign Roles
   5. Add Job Title(s)
   6. Add Skills
   7. Send the finished document back to your customer success specialist