Add the people who work at a location to Vizmo so that they can be hosts, book desks and rooms, and use Vizmo Pass. You can add employees one at a time, import many from a CSV file, or sync them from your company directory.

Before you start

• Your role must allow you to create employees. If you cannot see Add or Import, ask a company admin to check your role.
• Select a location first. If you are a company admin, you cannot add employees from Company View.
• If Add and Import are greyed out and the tooltip says Employee limit reached, you have reached your employee limit.

Add one employee

1. Sign in to the Vizmo portal and select the location.
2. Open Directory > Employees and select Add. The Add Employee panel opens.
3. Fill in First Name, Last Name and Email. These are required. If you want, also fill in Phone, Department, Designation, Tenant (only if your company uses tenants) and Employee ID.
4. Turn on Enable Employee Account if the employee should be able to use Vizmo Pass and the employee portal. It is off by default. See Activate an employee account.

   

5. Select Save.

The message The employee has been added successfully. appears.

Import many employees from a CSV file

1. Open Directory > Employees and select Import. The Import Employees panel opens.
2. Select Employees-Sample.csv to download a template, or make your own file as described below.
3. Select the file area in the panel and choose your CSV file. The Preview table lists the employees that will be imported.
4. If a warning bar says There were errors while importing the CSV file., select Show Errors. The Employees CSV File Error(s) box lists each line and its problem. Fix the file, select Clear and upload it again. You must fix every error to continue.
5. Turn on the Account Status toggle if the imported employees should get an account and an invite. It is off until you turn it on, and it applies to everyone in the file.

   

6. Select Save.

Vizmo creates an import job. This means the import has started, not that every employee was added. To follow it, open Import/Export in the left menu and look at the Imports tab.

Prepare your CSV file

• Do not add a header row. The first line must be an employee, not column names.
• Put one employee on each line, with a different email address for each.
• Use seven columns in this order: First Name, Last Name, Email, Mobile, Department, Designation and Employee ID.

Example:

"Alex","Morgan","alex.morgan@example.com","+44 7700 900123","Sales","Account Manager","E1001"

Note: two things in the file can surprise you.

• If a Department or Designation in the file does not exist yet, Vizmo creates it. Names are matched without regard to capital letters, but a spelling mistake creates a new department or designation, so check the spelling.
• Vizmo checks each mobile number against your default country code. Include the country code, such as +44, to be safe. A number that does not pass shows Invalid phone number in the errors list.

Sync employees from your company directory

Instead of adding people yourself, you can keep Vizmo in step with the directory that your company already uses.

• Google Workspace: select the location, open Integrations and select Add Integration. See Connect Google Workspace Directory to Vizmo.
• Microsoft Entra ID or another SCIM provider: use Company View > Integrations and choose the locations and mapping rules. See Set up SCIM provisioning with Microsoft Entra ID.

Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Keep any secret token that is shown during set-up private.

Troubleshooting

• Add and Import are greyed out: your employee limit is reached. Contact your Vizmo account manager.
• Cannot import more than N employees: the file has more employees than your employee limit allows. Import fewer employees, or contact your Vizmo account manager.
• Invalid email: check the email address on that line.