General
Configure account settings, manage org data, onboard team members, and more.
Managing People and Position Data
Maintain accurate data, analyze metrics, and improve planning.
Importing Your People or Positions ListImport a CSV data file into Built.
Ensuring Your CSV File Imports SuccessfullyReview your CSV file before importing data.
Importing People-Centric Versus Position-Centric DataChoose whether the rows in your file represent people or position information.
Utilizing Custom FieldsStore unique data in Built.
Fixing Common Import IssuesResolve errors when importing data.
Data Requiring Manual UpdatesLearn which Built fields cannot be updated when importing data.
Exporting People and PositionsExport a CSV data file from Built.
Learning About InsightsLearn how Built insights help you optimize position control and organizational planning.
Configuring Your InsightsSelect the organizational data that appears on your insights.
Batch/Bulk Editing People DataMake changes to multiple records at once.
Editing or Removing a PositionUpdate or remove positions in Built.
Supported CurrenciesView a list of Built’s currency options.
Account Settings and Support
Manage your company account and settings.
Managing User Roles and PermissionsDetermine individuals' permissions.
Creating, Managing, and Assigning LocationsAdd, edit, or change locations.
End of Year ChecklistClose out the current year and smoothly transition to a new year.
Changing Your Login Email Address or PasswordUpdate your login email address or password.
Receiving Customer SupportContact our Customer Success Team.
Managing Your Billing InformationAccess and update your billing information.
Deleting an AccountContacting Built to delete your account.
Built PricingLearn about costs and pricing for the Built platform.
Configuring How Built Handles Positions for Imported Terminations and New HiresDetermine if positions are automatically deleted or created when importing terminations and new hires.
Selecting Your Organization’s Reporting CurrencyChoose a preferred reporting currency in Built.
Security
Ensure the protection of organizational data.
Password SecurityUnderstand how you can create a secure password.
System Security OverviewLearn how Built protects your data.
Adjusting Your Company's Org Chart PermissionsDecide who people can view in Built and if individuals can export the org chart.