Activating a new person on your team
Once you’ve created an account for a person on your team to log in, Intervals will immediately email them instructions on how to set up their username and password. Their account login will be active as soon as they complete this final step.
If they are a manager or resource level user, they will need to assigned to at least one project. This is handled during the person creation flow, but can also be updated using the project permissions section of their account login.
Activating an already existing person on your team
There are times when a person’s account may have been set to inactive but now needs to be switched back to active. Here are the steps:
- Go to the People tab
- Click on the gear icon at the top right corner of the people list and uncheck the box labeled “Show active people only.” This will automatically refilter the people list to include inactive account logins.
- Right-click on on the person to be reactivated and select the “Activate Person” option.