When creating a person (administrator, manager, resource, or executive) from the people tab, Intervals automatically sends a welcome email that includes a link to a page where they can setup a username and password.
When using the import utility, you can control if the welcome email is sent. If you wish to completely skip the notification, use the option for “Importing people with a username and password included in the file” as shown in the example below.
For this to succeed, fill in the minimum required fields in your CSV for creating a user account:
- First name
- Access Level
- Acceptable values are: Administrator, Manager, Resource, or Executive
- Their email address that is unique to their account, meaning, two users cannot have the same email.
- Active or Inactive (Inactive user accounts cannot log in)