<h3 id="da52tq0y6om" data-toc-id="da52tq0y6om">Steps</h3><ol><li>Open the Import ToolNavigate to Settings → Import Data and select People.</li><li>Upload CSV<ul><li>Download the template for correct headers if needed.</li><li>Upload your CSV file, choose the delimiter, and verify that the first row is a header.</li></ul></li><li>Map FieldsRequired columns include:<ul><li>Username</li><li>Email</li><li>First Name</li><li>Last NameOptional fields: Password, Job Title, Phone details, LinkedIn URL, etc.Leave Password blank to auto-generate secure credentials.</li></ul></li><li>Preview &amp; ValidateReview the table of users, check for any flagged issues, and confirm row counts.</li><li>ImportOnce everything looks good, click Start Import to create or update the user accounts.</li></ol>

People imports let you create or update user and contact profiles in bulk, including their roles and basic credentials.

Importing People

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Tristan White

Learn how to import your data into Senbee Connect

Import Data

Dimensions represent entities such as companies, departments, roles, vendors, and more. Use the import tool to bulk-add or update these records.
The process is identical for all dimension types, but required fields differ slightly.

Importing Dimensions

Use the import tool to add or update facility and floor-based rooms in bulk.

Importing Rooms

Connected People

Add new people to Senbee so they can be onboarded, assigned to dimensions, and given access to services.


Creating a New Person

Attach companies, departments, or other dimension types to a person’s profile to ensure accurate grouping and permissions.

Assigning Dimensions to a Person

Link services such as access rights, resources, or system roles to a person’s profile as part of their onboarding process.

Assigning Services to a Person

The onboarding flow guides each new person from initial creation to full access, ensuring no critical step is missed.
Admins can track this progress in the status bar at the top of every person’s profile.

Understanding the Onboarding Flow

Tailor the onboarding process to match your organization’s workflow by adding, reordering, or editing steps.

Customizing Onboarding Steps

Update a person’s profile whenever names, contact information, or other details change.
Every update is automatically recorded in the Activity log for full audit history.

Editing a Person’s Details

The Activity log provides a complete timeline of every action on a person’s profile—from dimension assignments to welcome-letter sends—so you can track changes and maintain compliance.


Viewing and Using the Activity Log

When someone no longer needs access to Senbee, you can either deactivate their account to suspend access or remove it entirely.
Use these options to manage offboarding while keeping your records accurate.

Deactivating or Removing a Person

Dimensions are the core building blocks for organizing data and permissions in Senbee.
They represent entities that people, rooms, and other resources can be linked to, making reporting and access control easier.

Understanding Dimensions

Keep your Senbee environment organized by creating and maintaining Dimensions.
Dimensions represent entities such as companies, departments, vendors, or custom groups that people and resources can be linked to.

Creating and Managing Dimensions

Custom Fields

Once you’ve created a custom database in Senbee Connect, you can define the specific types of data it should contain by adding custom fields. Fields let you structure and categorize the information stored within your database.

Creating Custom Fields

The Text Field is a general-purpose input designed for names, titles, short labels, or any string of text.

Custom Text Field

The Email Field validates input to ensure it’s a proper email address, making it ideal for notifications and contact information.

Email Field

The Number Field stores integers or decimals, making it useful for quantities, measurements, or financial data.

Number Field

The Date Field lets you select specific calendar dates, useful for scheduling or deadlines.

Date Field


The Select Field provides a single-choice dropdown from a predefined list. Ideal for categories or status tracking.

Select Field

The Boolean Field is a simple on/off toggle, useful for flags, permissions, or binary settings.

Boolean Field

The Textarea Field allows for long-form text, ideal for notes, descriptions, or multi-line entries.

Textarea Field

The Currency Field stores monetary values in specific currencies, making it perfect for budgets, costs, and financial reporting.

Currency Field

Custom Databases

In Senbee Connect, administrators can create custom databases within any category to store and manage unique datasets.

For example, if you want to track ESG data for buildings, you can create a custom database directly in the Buildings category.

# Managing Custom Databases

Collections

Collections let you define custom datasets inside Senbee and connect them to people, facilities, and other entities.
They act as flexible containers for any type of structured information—think of them as your own tailor-made databases within the platform.

Understanding Collections

Create a custom dataset in Senbee to model anything your organization needs, and place it in the left-hand navigation where it belongs.

Creating a New Collection

Fields define the structure of your collection.
Each record in the collection will include these fields, which can be text, numbers, dates, relationships to other datasets, and more.

Adding and Configuring Fields

Collection settings control how your dataset appears in the interface and how its records are identified across Senbee.

Managing Collection Settings

Update a collection’s details as your dataset evolves, or remove it entirely when it’s no longer needed.

Editing or Deleting a Collection

Create relationships between a collection and other entities—such as People, Rooms, or Dimensions—to connect your custom data with the rest of Senbee.
These links make it possible to filter, report, and navigate across datasets seamlessly.

Linking Collections to People and Facilities

Once the data management feature is live, you can create, view, and edit individual records inside any collection you’ve built.
This turns your collection into a fully functioning dataset that you can search, filter, and relate to other parts of Senbee.

Using Data in a Collection

Manage all the facilities in your buildings 

Facility Management

Senbee Connect’s Facility Management module lets you structure and manage all aspects of your physical environment — from broad locations down to individual rooms. This hierarchy gives you a clear overview and makes it easy to link data, assign responsibilities, and track assets.

Facility Management Overview

Locations are the top-level areas where your estates are situated, typically categorized by country, region, or city. They provide the foundation for organizing all estates, buildings, and facilities beneath them.


Managing Locations

Estates represent a campus, land area, or large site within a location. Estates can contain multiple lots and buildings, forming the bridge between geographic areas and physical facilities.

Managing Estates

Buildings are physical structures within an estate. Each building can contain multiple floors and rooms, and carries its own address and location data.

Managing Buildings

Floors represent the levels inside a building. Each floor contains rooms that can be managed individually.


Managing Floors

Rooms are the defined spaces inside a floor, such as offices, labs, meeting rooms, or storage areas. Rooms are the most granular unit in facility management.

Managing Rooms

Lots represent outdoor areas associated with an estate, such as parking, bike storage, or recreational spaces.

Managing Lots

Getting Started

Senbee is a platform designed to help businesses manage their operations efficiently. Our service provides tools for streamlining business processes and improving productivity.

About Senbee Connect

Getting started with Senbee is easy. Follow these steps to create your account:

Creating Your Account

Senbee offers several pricing plans to meet the needs of different users:

Pricing Plans

Each user has a personal profile page where they can view account details, adjust display preferences, and manage basic settings.

Managing Your Profile

Senbee Connect helps you manage your customers, colleagues, and facilities in one place. This quick guide walks you through the basics so you can get up and running fast.

Getting Started - Coworking Spaces

The Search Builder is one of the most powerful tools in Senbee Connect. It’s available anywhere you see a data table — whether you’re viewing customers, buildings, rooms, or anything else. It lets you filter, organize, and save specific data views, so you can quickly get back to the exact information you need.

Search and Filtering

Extensions

The Extension Store in Senbee Connect allows you to expand your platform with new features, integrations, and tools. Extensions make it possible to connect external systems, add new functionality, and tailor Senbee Connect to your organization’s needs.

Extension Store Overview

User Management

User groups make it easier to manage permissions and organize users within your organization. Groups can represent departments, roles, or access levels (e.g. All Employees, External Suppliers). Follow these steps to create a new user group.

How to Create a New User Group in Senbee Connect

Creating a new user in Senbee Connect is simple and ensures your team, suppliers, or tenants have the right level of access to the platform. Follow the steps below to add a new system user.

How to Create a New System User in Senbee Connect

Once a user has been created in Senbee Connect, you can easily update their information, manage their access, and keep records up to date. The User Profile page provides a full overview of each system user and serves as the central place for editing.

How to Edit a System User in Senbee Connect

A PIN provides quick re-authentication and automatic screen locking when inactive.
Admins can reset or change a user’s PIN at any time.

How to Change a User’s PIN in Senbee Connect

Passwords keep user accounts secure. If a password is forgotten or needs to be rotated, administrators can reset it from the user profile.

How to Change a User’s Password in Senbee Connect

If a user’s device is lost, compromised, or if immediate access needs to be revoked, you can log out all active sessions.

How to Log Out a User’s Active Sessions

Deactivation disables a user’s ability to log in, without deleting their data. This is useful for temporary suspensions or when keeping account history is required.

How to Deactivate a User in Senbee Connect

Deleting a user permanently removes their account. This cannot be undone. Only delete accounts when the user will no longer be part of your organization.

How to Delete a User in Senbee Connect

The Security tab in each user’s profile gives administrators full control over sensitive account settings. From here, you can manage authentication, sessions, and account status to ensure the right level of access and protection. This page serves as an overview. For step-by-step instructions, see the dedicated articles below.