Manually Activating/Deactivating Team Members while using Automated User Management (via HRIS Integration)

In HiThrive, team member activation and deactivation are typically managed automatically through your HRIS integration. However, there may be instances where you need to manually adjust a user's status. Follow the steps below to manually activate or deactivate team members.

Accessing User Segments

1. Navigate to the Admin Portal:
   Go to the Users section in the HiThrive Admin Portal.
   URL: HiThrive Admin Users

2. Select the “Segments” Tab:
   In the Users section, select the Segments tab to view user segments.

3. Choose the Active User Segment:
   Locate the Active Users segment (marked as Default) and click to edit.

Manually Adjusting Users

1. Adding/Removing Users:

   • Inclusion List:
     To manually activate a user, search for the user or paste their email into the Inclusion List. This will add them to the segment even if they don't meet automated sync conditions.

   • Exclusion List:
     To manually deactivate a user, add their name or email to the Exclusion List. This will remove them from the active segment, overriding the HRIS sync.

Saving Changes and Reviewing

1. Preview Segment:

   • After making changes, go to Step 4: Preview Segment to review users in the segment.

2. Save:

   • Click Save to apply changes.

Important Notes

• Real-Time Sync:
  Manual overrides take effect immediately, but automated rules will continue to run unless conditions are adjusted.

• Audit Your Changes:
  Regularly review user segments to ensure accuracy, especially after large organizational changes.