How to Add and Import People

Add and import people from Manage > People.

Adding People

1. Go to Manage > People and click Add Person.
2. Enter the new user’s name and email address. The email address must be unique for every person on the account.
3. Choose Permissions. Set a rate and department if you wish.
4. Click Save. An email will be sent to your teammate to let them know how to sign in to Harvest and create their password.

Importing People

You can import people from a CSV as long as the file is formatted correctly. To get people data into a CSV, organize your data into a spreadsheet (using Excel, Numbers, Google Spreadsheet, etc.), and export it as a CSV file.

Organize the spreadsheet with the following 7 columns (in the same order):

• First Name
• Last Name
• Email
• Hourly Rate
• Department
• Admin
• Contractor

You can also download a sample CSV file (right-click link).