How do I create, edit, and deactivate Users?
Ambition offers a variety of ways to create and edit users!
Learn more about the best practices for adding users here.
Users can be updated in bulk through a CSV upload. Learn more here.
Users can also be manually updated, appropriate for more one-off updates. Learn more here.
By default if a User is deactivated from within your Salesforce instance, their Ambition account is deactivated as well.
To remove accounts, Users can be manually deactivated right in Ambition. Learn more here.
Can I create a User but not invite them until later?
Absolutely! During the creation process make sure to uncheck the "invite" box before saving.
Ambition offers several flexible methods of inviting Users to Ambition.
What happens when I deactivate a User?
We remove the account from appearing across the site and it no longer counts towards your Organization's number of active seats.
If necessary, you can reactivate the User later.
You will reactivate the User by accessing the left hand navigation > Administration tab > People > Users and sort for Is Active = No in the dropdown menu.
Can I automate user management?
Yes! Ambition offers several options for automating user management.
If utilizing our Salesforce integration, users can be auto-activated in Ambition based on defined criteria. Learn more here.
If utilizing Single-Sign On, Ambition offers Just-in-Time Provisioning to provision accounts . Learn more here.
If you are able to programmatically send user information, Ambition offers a User API Integration. Learn more here.
Can I mass update/edit User profile pictures?
No, currently the functionality of mass updating User profile pictures does not exist.
Profile images will be uploaded though a User's Settings.
If your Organization utilizes our Salesforce integration, Ambition will attempt a one-time sync of a User's Salesforce profile picture when the User is first added to Ambition.
Can User Start Dates or Birthdays be mass updated?
No, currently the functionality of mass updating User Start Dates and Birthdays does not exist.
Start Dates and/or Birthdays can be updated through a User's Settings.