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.