Preface - Contributor types
Jostle users are also known as Contributors. There are three types: Internal, External and View-Only. For the purpose of creating Profiles, your organization's regular employees are indicated as Internal Contributors. External and View-Only Contributors are distinctions for people outside of your organization. You can learn more about Contributor types here.
When adding new users to Jostle you have a few options:
- Adding individual Contributors
- Update multiple Contributors via import CSV file
- Automating Contributor import via SFTP upload
Adding individual Contributors
Manually adding users in Jostle is done through the Administration Settings, just like all administration functions. Here are the steps:
- Go to Administration Settings > Contributor configuration > Create a new Contributor
- Enter the information in the form. First Name, Last Name, and Work Email are all that is required.
- If you haven't set up any Custom Filter Categories or Locations yet, those fields will say "Not Applicable". If you do have set them up, the dropdown selector for these fields will be enabled. Be sure to click the highlighted Add button after you make each selection in order to add it to the Contributor's profile.
- Click the Create & Invite button to invite the Contributor immediately (if you want to invite the Contributor at a later time, click on the
NOTE - To add or update multiple Contributors in bulk using a Jostle template, see this article.
Update multiple Contributors via import CSV file
If you are managing your user base outside of Jostle in some other HRIS system like Active Directory, you will likely want to add your users there. This is especially true if you have automated the import of your people into Jostle. Jostle CSV imports do the following:
- Updates the user if it finds a user with that username in Jostle*
- Creates a new user if it does not find that username in Jostle
- Leaves the rest of the users "as-is"
- Export all of your contributor data from Jostle
- Clear the "Personal Phone" field in the CSV, but leave the title
- Re-import the file to Jostle, checking the "Enable blanks" box
- Any blank field with a proper column heading will be overwritten with a blank value
- Column headings missing from the CSV will be completely ignored - not "blanked" out.