User Management

Manage users in Holiday Ocean 360: add people one by one or by CSV, assign roles, edit profiles, and deactivate the accounts of people who leave.

Managing Users

Manage your team from Organization → Users in the sidebar. Add new members, assign roles, and maintain profiles.

Adding Users

Individual invitation:

1. Click + Add User
2. Enter first name, last name, and work email
3. Select department and role (Employee, Manager, or HR Admin)
4. Click Send Invitation

The user receives an email with a secure link to create their account.

Bulk CSV import: (Starter plan and above)

1. Click Import CSV
2. Download the template CSV file
3. Fill in columns: First Name, Last Name, Email, Department, Role
4. Upload the completed file
5. Review the preview and click Confirm Import

Managing Roles

Update a user’s role from their profile page. Each role has different access levels:

A user holds exactly one role at a time. Department managers automatically receive approver permissions when assigned as the head of an Org Structure unit, even if their base role is Employee.

Editing Profiles

From a user’s profile, HR admins can:

Deactivating Users

When an employee leaves the organization:

1. Open their profile from Organization → Users
2. Click Deactivate
3. Confirm the deactivation

The system automatically: