How to add your external accounts in group via Excel?
1. To commence, click on "Download Excel Template".
2. Add your external account names here. The other fields are optional. Adding an email address will give access to your external account to your EvaluationsHub.
3. Following that, click on "Add Accounts in Bulk via Excel Template".
4. Select and upload your excel sheet. The accounts will be added shortly.
5. When you did not enter an email address, this field will be blank. You can add an email address later.
7. Easily add the email address, upload the external account's logo or add a description of the account.
8. Then, click on the element.
9. To end, click on "Update external team".
Related Articles
Main User Profiles
EvaluationsHub is designed to streamline evaluation processes across organizations while ensuring flexible access control for different types of users. The platform recognizes four distinct user profiles, each with specific roles and permissions. ...
How to add external accounts and business units one by one to your EvaluationsHub?
1. First, click on "Add Accounts" in the "All Accounts Evaluations" dashboard Or you can also click on the dropdown menu in the top right corner and click on "Account Management" or "Add Accounts" 2. Click on "Add Account Manually" when you want to ...
Admin Guide
Overview EvaluationsHub is a centralized evaluation and review platform designed to streamline the management of evaluation documents, tasks, and meetings. The Admin Guide provides configuration details and best practices for platform administrators, ...
Salesforce Integration with EvaluationsHub: How It Works
Salesforce Integration with EvaluationsHub: How It Works The Salesforce integration in EvaluationsHub allows you to seamlessly import accounts, account managers, and relationship managers into EvaluationsHub, making it easier to manage evaluations ...
Understanding EvaluationsHub Pricing
EvaluationsHub offers flexible, scalable pricing designed to fit businesses of all sizes: Pay as you go. Our pricing model ensures you only pay for the business units/accounts you manage, while invited external users can participate for free. There ...
