Manage your people’s access in a few simple steps. As an admin, you can add or deactivate individuals from the People section of your Admin dashboard, or save time by bulk uploading via CSV.
Add a single person
Best for small updates, new starters or individual leavers.
Step one – Log in to Perkbox and open Admin view.
Step two – Select People.
Step three – Select Add new people.
Step four – Choose Add single person.
Complete the required fields, then add any optional details you have.
Required – First name, Last name, Email address
Optional – Date of birth, Employment start date, Team, Role, External ID
Notes on optional fields:
Date of birth and Employment start date help you create celebrations and rewards for birthdays and work anniversaries.
Team should match a team you have already created on Perkbox.
Role can be User or Admin.
External ID is your internal identifier, such as a payroll or employee number.
Step five – Select Add to create the account.
Once added, the employee will receive a welcome email with activation steps – avoid adding people before your launch date or before you want them to have access.
Add multiple people by CSV
Ideal when first setting up or adding a large group at once.
Step one – Log in to Perkbox and open Admin view.
Step two – Select People.
Step three – Select Add new people.
Step four – Choose Add multiple people by CSV.
Step five – Select the country you are adding people to, then select Continue. You can add users to one country at a time, so ensure all users in your CSV belong to the same country.
Step six – Download and complete the CSV template. As with single adds, some fields are mandatory and others optional.
Step seven – Upload your CSV. Check the field mapping, then select Invite X people to complete the import.
Modify and download user data
To edit or delete multiple users, use Modify user with a CSV upload. We recommend first downloading your current data, making changes there, then re-uploading.
To edit or deactivate a single user, select Edit next to their name in the People list.
To export your users, select Download people list at the top of the People section. You can download all users – active and deactivated – or apply filters first.
