Company Name/Domain Changes - Bulk managing your users

If your organization has changed its company name or email domain, you can use Bulk User Management to efficiently update or recreate users in Trakstar Hire. This feature also allows you to add, update, deactivate, and assign users in bulk using CSV files.

Note: Bulk User Management is only available on certain pricing plans. If this feature isn't available in your account, contact your Trakstar representative to discuss upgrading your plan.

Before You Begin

You must have Super Admin permissions.
Bulk updates are performed by downloading, editing, and re-uploading CSV files.
Review your CSV carefully before importing to help avoid upload errors.

If Your Company's Email Domain Has Changed

Bulk User Management does not support updating existing users' email addresses in place.

Instead:

Bulk add the new emails for all current users using their updated email addresses or domain.
Bulk remove all the old users with the previous emails.
Reassign users to openings as needed after the new accounts have been created.

Access Bulk User Management

Go to Settings.
Select User.
Click Bulk Manage.

Download the User CSV

Under Add & Update Users, click Download.
Open the downloaded CSV file.
Review the existing user information before making changes.

Add or Update Users

The CSV supports several actions, including:

Add new users
Update existing users
Deactivate users
Leave users unchanged

Required fields include:

FULL_NAME
USER_EMAIL
USER_ROLE
ACTION

When adding a new user:

Enter Add in the ACTION column. Here's an example of how we added all new user with the new domain for the new emails.
Leave the ID field blank for new users.

After making your changes:

Save the file as a CSV.
Return to Bulk User Management.
Click Import Users.
Upload the CSV file.

After Importing

When the import finishes, you'll receive a status email that includes:

A summary of successful changes
Any validation errors
Instructions for correcting and re-uploading the CSV if needed

Deactivating Users

Similarly to adding users, the steps for this are the same with the only difference being the ACTION cell that needs to be "Remove" for the users with the old email addresses you will no longer be using.

When removing a user, you'll also need to transfer ownership of any:

Openings
Candidates
Pending tasks

If ownership is not transferred, the user cannot be deactivated successfully. You can transfer ownership in the same CSV file by filling up all the columns titled TRANSFER_OPENINGS_TO, TRANSFER_CANDIDATES_TO, and TRANSFER_OTHER_TASKS_TO.}

Need to change company name?

Changing the company name is very easy! You can find specific instructions for that in this Help Article

Note: If your organization uses MitratechHQ, you'll need to log into your MitratechHQ account to make any company name/domain changes.

Acquisitions, rebranding, and mergers may mean that you've got a shiny new domain/company name! Follow these steps to get your users updated in bulk.