User Attributes
How to import attributes from HRIS
How to Import User Attributes from Your HRIS CoffeePals allows you to seamlessly import user attributes from your HRIS system to automate profile setup and power features like rule-based audiences. By connecting your HRIS, you can ensure your user data stays accurate and up to date with no manual effort. 🚀 Steps to Import Attributes from Your HRIS Navigate to Organization Settings From the left-side menu, go to Settings → Organization Settings. *Connect Your HRISFew readersHow to create custom attributes
How to Create New User Attributes in CoffeePals User attributes in CoffeePals allow you to capture key information about your users—like their start date, department, skills, or location. These attributes are critical for organizing users and powering features like rule-based audiences, which automatically group users based on shared characteristics. 🧩 Types of Attribute Fields When creating a new attribute, you can choose from the following field types: Date – e.g., StarFew readersHow to manage user attributes
How to add or change user attributes in CoffeePals.Few readers
Audience Creation
How to Create an Audience
Learn about the different types of audiences in CoffeePals—including Teams, Slack, custom, and rule-based audiences—and how to set them up to run targeted matching and engagement programs.Few readersHow to create a Microsoft Teams Audience
How to Create an Audiance To find the CoffeePals app in the Microsoft Teams store, you can search for CoffeePals in the app tabs. Alternatively, you can click this link which will open the app right in Teams.Few readersHow to create an audience based on rules
How to Create a Rule-Based Audience in CoffeePals Rule-based audiences in CoffeePals allow you to automatically group users based on attributes like department, start date, location, and more. These audiences dynamically update as users join or change within your organization, making them ideal for onboarding programs, departmental connections, and other automated workflows. 🚀 Steps to Create a Rule-Based Audience Navigate to the Audience Page From the left-side menu in thFew readersHow to create a manual audience
Learn how to create a custom audience in CoffeePals by manually selecting users. Perfect for pilots, ambassador groups, or curated programs with full control over membership.Few readersHow to create a Slack audience
Learn how to set up a CoffeePals Audience in Slack with this step-by-step guide. Discover how to create a dedicated Slack channel for CoffeePals, add users, and customize programs to build meaningful connections across your team. Perfect for organizations aiming to boost engagement and collaboration.Few readers
HRIS Integration
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How do I manage my audience?
Managing your Audience CoffeePals Audiences mirror your Microsoft Team user list, so: To add a user to the audience: Add the user to the Microsoft Team associated with the CoffeePals Audience To remove a user from the audience: Remove the user from the Microsoft team associated with the CoffeePals Audience Manage Audience If you have any questions that we did not coverFew readersHow do I change a user's role?
How to change a user's role To change a user's role, head to the All users tab in the left side menu. From here, you can select the Role dropdown next to their name to change the user's role. To better understand the different roles, check out this page. (https://storage.crisp.chat/users/helpdesk/website/-/6/c/8/2/6c82af1ac79a200/screenshot-2025-05-05-at-21Few readersHow to add users to CoffeePals
Learn how to add users to CoffeePals by setting up an Audience in Slack or Microsoft Teams. Easily manage and include users in programs by adding them to the appropriate Slack channel or Teams team. Follow these simple steps to streamline user participation in CoffeePals programs.Few readers