A user workshop reference is an identifier that appears in brackets alongside the user's name in the User Directory.

You can add a user workshop reference to any user in your workshop.

You can enter anything you like as a reference but it's particularly handy for things like site numbers, company names, and franchisee references. 


Add a user workshop reference to a single user

  1. Log in to the web app in your browser.

  2. Click 'Users' at the top of the screen to head to the User Directory.



  3. Select the user you want to add a reference for (you can use the search box if you've got a lot of users!)

  4. On the user details page,  click the button labeled 'Add User Workshop Reference'



  5. This will bring up a text box where you can enter the user reference details.

  6. You'll now see a reference appear in brackets next to the user's name on the user page. 



    You can remove this at any time by heading back to the user page and removing the text.

 

Add user workshop references to multiple users at once

You can add user workshop references to new users when you add them in bulk by uploading a CSV. Learn more: Add Multiple Users to a Workshop at Once.