Adding and editing team members

Adding team members to Violet

You can add team members to Violet individually or in bulk from your dashboard.

To add users individually:

1. Go to your organization dashboard > Team > Actions > Add user.
2. Complete the user information as accurately as possible.

When adding clinical users, you’ll need to add their NPI. This prevents duplicate accounts and allows Violet to pre-fill their work history for a smoother setup.

To add multiple users at once:

1. Go to your organization dashboard > Team > Actions > Bulk add users.
2. Download the blank template provided.
3. Copy this format into your own Google Sheet or Excel file.
4. Complete the template with the following required fields:
   • email
   • first_name
   • last_name
   • clinical (TRUE, FALSE)
   • user_role (member, admin)
   • npi (leave blank for non-clinical users)
5. Save it as a .csv file.
6. Upload the file from your drive or drag and drop it.

Once submitted, Violet will automatically send personalized email invites to your new users.

What to do if you encounter errors during upload:

You may see errors during your upload if:

• A required field is missing
• The NPI is not a valid 10-digit number
• An email address is incorrectly formatted
• The user already exists in Violet
• A required column (such as role or clinical designation) is missing

A summary of the errors will appear in the upload window, and you'll have the option to export a detailed error list.

Review the errors, update your file as needed, and re-upload. You’ll have the option to proceed with uploading the users who don’t have errors.

Giving a user admin permissions

You can designate users as Organization Admins when you’re first adding them for the first time or update an existing user’s permissions at any time.

To assign admin access when adding a user individually:

1. Go to your organization dashboard > Team > Actions > Add user.
2. Select ‘Admin’ as the user role.

To assign admin access when adding users in bulk via CSV:

1. Go to your organization dashboard > Team > Actions > Bulk add users.
2. Download the blank template provided.
3. Copy this format into your own Google Sheet or Excel file.
4. In the role column, enter ‘admin’ for the users who should have admin access.
5. Save the file as a .csv.
6. Upload the file from your drive or drag and drop it.

Once submitted, Violet will automatically send personalized emails to notify these users that they have admin permissions.

What can an admin do in Violet?

When a user is given admin access, they can:

• View the organization dashboard
• Download and export reports, including the Inclusivity Scorecard
• Add new users, edit user details, and submit requests to remove users

Removing users from your team 

Removing users from your team requires review by Violet. You can remove multiple users at a time or individually. 

To remove an individual user:

1. Go to your organization dashboard > Team.
2. Use the filters on the left to search by name or email, or filter by user role, type, or status.
3. Click the three-dot menu next to the user’s name and select ‘Remove user’.
4. Confirm user removal.
5. This will submit a request to Violet to remove the user from your organization.

To remove multiple users at once:

1. Go to your organization dashboard > Team > Actions > Bulk remove users.
2. Upload a .csv file containing the email addresses of the users you’d like to remove.
3. Submit the request for Violet to process.

All removal requests are typically completed within 72 hours.