Skip navigation

How do I import people and notify them of their account?

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.

 

Don't have an Intervals account? Start your own unlimited trial.

No credit card required. No software to install. Cancel any time.

Try it Free