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 send an email notification them, like when creating a person from the people tab, use the option for “Importing people while letting them set a username and password” as shown in the example below. This behavior is exactly the same as if you created a person using the create a person page in the People section.
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
- Email
- Their email address that is unique to their account, meaning, two users cannot have the same email.
- Status
- Active or Inactive (Inactive user accounts cannot log in)
When they receive the welcome email, they will be able to set their own username and password.