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seth
Expert ⭐️
September 13, 2017
Question

Bulk Enable Sally Users

  • September 13, 2017
  • 16 replies
  • 352 views
In Sally for Slack, after I import new users from their Slack Avatar, they get added in the Users List as disabled. I understand that this is expected behavior (per support ticket 29439), but it may make me lose my mind.

The lesser problem: For a first-time user/admin, this is not intuitive. In the Avatars tab, I import the Avatars, then try to Enable Sally Access for them, but get an error (screenshot: https://cl.ly/3g3g083q0y0r). This error message doesn't give me enough info to know that I have to switch to the Users List tab and enable the users.

The bigger problem:
Enabling users is burdensome. Consider that I'll have to do this for my entire sales, professional services, support, implementation, and executive teams:
  • Scroll/page/search through the Gainsight Users list, looking only for the users who I just imported from their Slack Avatar, and skipping the many users who are [i]not on those teams, but are present in this list from Salesforce Users via Gainsight Connect. Do not miss even a single user.
  • For each user, click "Enable/Disable Status"...
  • ...then click the confirmation button...
  • ...then wait for the page to reload.
  • Then go back to the Avatars > Users in Gainsight list and enable all the users.
Three possible ways occur to me to make this less of a problem:
  1. Import the users as Active from the get-go. Or, when importing the users, enable me to select a checkbox that says "Set as Active when imported" and perhaps also "Enable Sally Access when imported"
  2. Give me a 1-step tool to make a batch of users Active, and ideally enable Sally Access at the same time
  3. Make Enablement a one-click step without requiring a page reload
Thank you, as always, for listening!

    16 replies

    tom_wix
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 31, 2018
    I think others mention this error, but was wondering how to fix it.    I have loaded users (employees) into the user list, added them to gainsight and am now trying to enable their access to sally by toggling the enable/disable (on/off) switch.   Any suggestions on a workaround to the error;

    , perhaps the user is not logged into Slack ?
    rajesh_gande
    Helper ⭐️
    July 31, 2018
    Hi Tom,

    The users who do not have Gainsight License are imported as inactive GS users. They need to be enabled first under 'Administration -> User Management -> Users List' before providing Sally access using the Sally access toggle. 





    We are planning to auto enable users in the future when Sally access is being provisioned using the toggle.

    Please open a support ticket in case you still face any issues.

    Thanks,
    tom_wix
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 31, 2018
    that worked quite nicely.   I believe I will write up a little document on "users lists" and Sally enabling (for myself and others) - appreciate the prompt response.
    cmultanen
    Helper ⭐️
    October 18, 2018
    +1, we're currently rolling this out to 100+ users and most don't have GS licenses. It looks like I can bulk enable Sally easily enough. Is there a way I can bulk activate the actual GS users or do I have to activate those one by one?
    rishi
    Contributor ⭐️⭐️⭐️
    July 22, 2020

    We are in the process of adding 150 new users to the system and enabling Sally for this new group is painfully slow, when is this going to get fixed?

    cmultanen
    Helper ⭐️
    August 28, 2020

    Any update on when this will be fixed or improved? I’m trying to enable this for a team of 60+ users and this is still rather slow and unintuitive.