How can Admins View All the Eligible Users and Their Details?

All the details of the eligible users for the wellness programs can be uploaded into the portal with the help of the Eligibility files. Know more about Uploading Eligibility Files.

To view the list of users who have been included under the Eligibility File – 

1. Log into the admin portal.

2. Navigate to the left menu panel to find ‘User Setup’ and click on ‘Eligibility File’.

3. Once the Eligibility file is uploaded onto the admin portal with the required user details, all the information will be displayed across individual user records on the User Eligibility Files page. 

4. The onboarding email to register for the wellness program can be sent to all the users by clicking on the ‘Email’ icon or by individually selecting the ‘Send Email’ icon across the specific user records. 

5. To download and view all the eligible user details, click on the ‘Download’ icon just above the user record.

6. All the user records with the relevant details will be downloaded in an Excel sheet.

7. This file contains details of all users – registered and unregistered.

Viewing Only Registered Users

1. To view the list of only registered users i.e., who have successfully registered for the wellness program, navigate to the ‘Users’ page from the ‘User Setup’.

2. A list of all the registered employees will be listed on this page.

3. Click on the download icon at the top left to download the CSV file with all the details of the registered users.

4. All the details of the registered users will be downloaded in the CSV file.